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  2. WELLPATH HOLDINGS, INC.
Sponsor portfolio

WELLPATH HOLDINGS, INC.

EIN 83-1316669-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$285.8M assets
Welfare
1
$9.1M premiums
Participants
22,439
6550 CAROTHERS PARKWAY SUITE 500 - FRANKLIN, TN 37067800-592-2974
Plans on this EIN
2 filings
#001401k-$285.8M - 15,297 part#501Mixed-$9.1M - 7,976 lives

Benefits portfolio analytics

1 plan / $9.1M premiums / 7,976 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.5M
  • Life$5.9M
  • Short-term disability$5.9M
  • Long-term disability$5.9M
  • Health$1.1M
  • Vision$475K
Total $9.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA65%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY16%
  • KAISER FOUNDATION HEALTH PLAN INC12%
  • AETNA LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • +1 more
Total $9.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
  • BENEFITFOCUS.COM, INC.0%
Total $959K2 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

WELLPATH 401(K) PLAN

401k

Assets$285.8M
Participants15,297
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLPATH HOLDINGS, INC. EMPLOYEE BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$9.1M
Covered lives7,976
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLPATH 401(K) PLAN401k$285.8M15,2972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLPATH HOLDINGS, INC. EMPLOYEE BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$9.1M7,9762024
Retirement plans
Welfare plans
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