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Sponsor portfolio

WELLA OPERATIONS US LLC

EIN 85-2416861-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$67.8M assets
Welfare
1
$592K premiums
Participants
1,407
4500 PARK GRANADA, SUITE 100 - CALABASAS, CA 91302212-479-4300
Plans on this EIN
2 filings
#001401k-$67.8M - 764 part#501Mixed-$592K - 932 lives

Benefits portfolio analytics

1 plan / $592K premiums / 932 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$265K
  • Life$246K
  • Long-term disability$241K
  • Vision$86K
Total $592K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY82%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY15%
  • HEALTH ADVOCATE SOLUTIONS, INC.3%
Total $592K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $34K1 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

WELLA RETIREMENT SAVINGS PLAN

401k

Assets$67.8M
Participants764
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLA OPERATIONS US LLC HEALTH & BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$592K
Covered lives932
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WELLA RETIREMENT SAVINGS PLAN401k$67.8M7642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLA OPERATIONS US LLC HEALTH & BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$592K9322024
Retirement plans
Welfare plans
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