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Sponsor portfolio

WINGATE SENIOR LIVING LLC

EIN 84-3237905-Latest filing 2025
Plans
2
Retirement
1
$25.5M assets
Welfare
1
$3.3M premiums
Participants
2,014
57 WELLS AVE, SUITE 20 - NEWTON, MA 02494781-707-9500
Plans on this EIN
2 filings
#001401k-$25.5M - 1,607 part#501Mixed-$3.3M - 400 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 400 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Dental$174K
  • Other$141K
  • Life$135K
  • Long-term disability$56K
  • Vision$16K
Total $3.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • MASS GENERAL BRIGHAM HEALTH PLAN88%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • BLUE CROSS OF CALIFORNIA5%
  • HUMANA INSURANCE COMPANY0%
Total $3.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $102K1 slice

Plan deep-dives

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

WINGATE LIVING INVESTMENT PLAN

401k

Assets$25.5M
Participants1,607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WINGATE SENIOR LIVING WELFARE PLAN

Mixed - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$3.3M
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WINGATE LIVING INVESTMENT PLAN401k$25.5M1,6072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WINGATE SENIOR LIVING WELFARE PLANMixedMASS GENERAL BRIGHAM HEALTH PLAN$3.3M4002025
Retirement plans
Welfare plans
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