Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$255K
- Other$255K
- Long-term disability$197K
- Dental$70K
- Vision$70K
- Short-term disability$12K
Sponsor portfolio
WELL5ASSOCIATES, LLC
EIN 92-0300873Latest filing 2025
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$268K premiums
Participants
696
3000 OLD ALABAMA ROAD, SUITE 119-403 - ALPHARETTA, GA 30022404-282-4755
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $268K premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY47%
- HUMANA INSURANCE COMPANY26%
- TRUSTMARK INSURANCE COMPANY22%
- AMERICAN UNITED INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
56%top
- PROPEL INSURANCE AGENCY, LLC56%
- FRANCISCO COMBES41%
- GCG FINANCIAL LLC3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FACILITY 401K PLAN
401k
Assets$4.3M
Participants589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
WELL5ASSOCIATES HEALTH AND WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$268K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FACILITY 401K PLAN | 401k | $4.3M | 589 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | WELL5ASSOCIATES HEALTH AND WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $268K | 161 | 2025 |
Retirement plans
Welfare plans