Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$742K
- Vision$742K
- Life$742K
- Short-term disability$742K
- Long-term disability$742K
- Other$742K
Sponsor portfolio
VESTWELL HOLDINGS, INC.
EIN 81-3062212investment bankingLatest filing 2025
Plans
2
Retirement
1
$23.8M assets
Welfare
1
$742K premiums
Participants
1,001
360 MADISON AVENUE, FLOOR 15 - NEW YORK, NY 10017917-979-5358LinkedIn1-10 employeesinvestment banking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $742K premiums / 476 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
70%top
- LIBERTY COMPANY INSURANCE BROKERS70%
- PROFESSIONAL GROUP PLANS INC30%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VESTWELL HOLDINGS, INC. 401(K) PLAN
401k
Assets$23.8M
Participants570
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VESTWELL HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$742K
Covered lives476
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VESTWELL HOLDINGS, INC. 401(K) PLAN | 401k | $23.8M | 570 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VESTWELL HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $742K | 476 | 2025 |
Retirement plans
Welfare plans