Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$24K
- Short-term disability$22K
- Life$16K
- Other$4K
Sponsor portfolio
WELLSPIRE, LLC
EIN 83-3724025Latest filing 2025
Plans
3
Retirement
1
$2.3M assets
Welfare
2
$834K premiums
Participants
699
5508 NW 88TH STREET - JOHNSTON, IA 50131515-271-6789
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $834K premiums / 240 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA89%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
68%top
- HOLMES MURPHY & ASSOCIATES68%
- AVANT SPECIALTY BENEFITS LLC32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WELLSPIRE, LLC 401(K) PLAN
401k
Assets$2.3M
Participants454
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WELLSPIRE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN
Mixed - MEDICAL ASSOCIATES
Premiums$769K
Covered lives61
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WELLSPIRE GROUP INSURANCE PLAN
Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$65K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WELLSPIRE, LLC 401(K) PLAN | 401k | $2.3M | 454 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WELLSPIRE EMPLOYEE HEALTH & WELFARE BENEFIT PLAN | Mixed | MEDICAL ASSOCIATES | $769K | 61 | 2024 | |
| 502 | WELLSPIRE GROUP INSURANCE PLAN | Fully Insured | LIFE INSURANCE COMPANY OF NORTH AMERICA | $65K | 179 | 2025 |
Retirement plans
Welfare plans