Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
INTERWELL HEALTH PARTNERS, INC
EIN 88-1507503hospital & health careLatest filing 2025
Plans
3
Retirement
2
$49.2M assets
Welfare
1
$8.5M premiums
Participants
1,308
68 HARRISON AVE #605, PMB 39516 - BOSTON, MA 02111888-886-1060interwellhealth.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $49.2M assets / 791 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $8.5M premiums / 1,332 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$8.1M
- Health$7.7M
- Dental$7.7M
- Vision$7.7M
- Life$312K
- Long-term disability$219K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- UNITEDHEALTHCARE INSURANCE COMPANY90%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- SPRING HEALTH1%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
99%top
- LOCKTON COMPANIES, LLC99%
- THOMAS OWENS1%
- DORSEY & ASSOCIATES, INC.0%
- THOMPSON SUCCESS PARTNERS, INC.0%
- C & D ASSOCIATES, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
INTERWELL HEALTH PARTNERS 401(K) SAVINGS PLAN
401k
Assets$49.0M
Participants762
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
INTERWELL HEALTH PUERTO RICO RETIREMENT PLAN
ProfitSharing
Assets$170K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
INTERWELL HEALTH WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$8.5M
Covered lives1,332
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | INTERWELL HEALTH PARTNERS 401(K) SAVINGS PLAN | 401k | $49.0M | 762 | 2024 | |
| 002 | INTERWELL HEALTH PUERTO RICO RETIREMENT PLAN | ProfitSharing | $170K | 29 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | INTERWELL HEALTH WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $8.5M | 1,332 | 2024 |
Retirement plans
Welfare plans