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Sponsor portfolio

WELLNECITY, LLC

EIN 83-0562504-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$832K assets
Welfare
1
$150K premiums
Participants
101
500 WEST 5TH STREET, SUITE 502 - WINSTON SALEM, NC 27101704-898-3192wellnecity.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$832K - 57 part#501Mixed-$150K - 44 lives

Benefits portfolio analytics

1 plan / $150K premiums / 44 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$120K
  • Dental$31K
  • Vision$31K
  • Life$31K
  • Other$31K
Total $150K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • UNITEDHEALTHCARE INSURANCE COMPANY80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
Total $150K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • THE PLEXUS GROUPE LLC69%
  • MAIN STREET FINANCIAL GROUP30%
  • H E INSURANCE INC1%
  • CONSOLIDATED PLANNING HOLDINGS0%
Total $4K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

WELLNECITY 401(K) PLAN

401k

Assets$832K
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLNECITY, LLC WELFARE BENEFITS PLAN

Mixed - ALL SAVERS INSURANCE COMPANY

Premiums$150K
Covered lives44
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLNECITY 401(K) PLAN401k$832K572025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLNECITY, LLC WELFARE BENEFITS PLANMixedALL SAVERS INSURANCE COMPANY$150K442024
Retirement plans
Welfare plans
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