Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LIFEWELL BEHAVIORAL WELLNESS
EIN 86-0292390Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$10.2M assets
Welfare
1
$3.5M premiums
Participants
594
202 E EARLL DR STE 200 - PHOENIX, AZ 850122647602-808-2800
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $10.2M assets / 594 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.5M premiums / 442 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$3.5M
- Health$3.3M
- Dental$3.3M
- Vision$3.3M
- Prescription drug$3.3M
- Life$196K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA0%
- CURALINC HEALTHCARE0%
Broker market share
Schedule A broker compensation
85%top
- LOVITT AND TOUCHE, INC.85%
- MARSH & MCLENNAN AGENCY LLC8%
- EMPYREAN INSURANCE SERVICES, INC.7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
403(B) THRIFT PLAN FOR EMPLOYEES OF TERROS, INC.
401k
Assets$10.0M
Participants586
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEE BENEFIT PLAN OF LIFEWELL BEHAVIORAL WELLNESS
401k
Assets$219K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LIFEWELL WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.5M
Covered lives442
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | 403(B) THRIFT PLAN FOR EMPLOYEES OF TERROS, INC. | 401k | $10.0M | 586 | 2024 | |
| 001 | EMPLOYEE BENEFIT PLAN OF LIFEWELL BEHAVIORAL WELLNESS | 401k | $219K | 8 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LIFEWELL WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.5M | 442 | 2024 |
Retirement plans
Welfare plans