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Sponsor portfolio

WELLINGTON INVESTMENT CORPORATION

EIN 91-0849242-Latest filing 2025
Plans
2
Retirement
1
$84.9M assets
Welfare
1
$4.0M premiums
Participants
2,732
PMB #304, 2390 PEACE PORTAL DRIVE - BLAINE, WA 98230816-581-3952
Plans on this EIN
2 filings
#002401k-$84.9M - 1,547 part#501Mixed-$4.0M - 1,185 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 1,185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Vision$3.1M
  • Prescription drug$3.1M
  • Other$885K
  • Life$852K
  • Short-term disability$852K
  • +1 more
Total $4.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • KAISER FOUNDATION HEALTH PLAN INC78%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA21%
  • TELUS HEALTH (US) LTD.1%
Total $4.0M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $106K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

METRIE 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$84.9M
Participants1,547
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

METRIE GROUP HEALTH PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.0M
Covered lives1,185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002METRIE 401(K) RETIREMENT SAVINGS PLAN401k$84.9M1,5472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501METRIE GROUP HEALTH PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$4.0M1,1852025
Retirement plans
Welfare plans
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