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Sponsor portfolio

WELCH SENIOR LIVING, LLC

EIN 81-4769421-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$13.0M assets
Welfare
1
$1.9M premiums
Participants
716
1050 HINGHAM STREET - ROCKLAND, MA 02370781-878-6700welchhrg.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$13.0M - 557 part#501Fully Insured-$1.9M - 228 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 228 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Dental$91K
  • Life$24K
  • Other$24K
  • Short-term disability$8K
  • Long-term disability$7K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DELTA DENTAL OF CALIFORNIA5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $74K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WELCH SENIOR LIVING, LLC SAVINGS PLAN

401k

Assets$13.0M
Participants557
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELCH SENIOR LIVING LLC WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$1.9M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WELCH SENIOR LIVING, LLC SAVINGS PLAN401k$13.0M5572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELCH SENIOR LIVING LLC WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$1.9M2282025
Retirement plans
Welfare plans
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