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Sponsor portfolioTH

WELLNEST EMOTIONAL HEALTH AND WELLNESS

EIN 95-1690974-Latest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$2.0M premiums
Participants
636
3031 S. VERMONT AVE. - LOS ANGELES, CA 90007323-373-2400
Plans on this EIN
2 filings
#004401k-$18.0M - 447 part#501Fully Insured-$2.0M - 261 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 261 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$125K
  • Vision$125K
  • Other$56K
  • Life$28K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • HEALTH NET48%
  • KAISER FOUNDATION HEALTH PLAN INC42%
  • HUMANA INSURANCE COMPANY6%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY1%
Total $2.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DANONE SIMPSON INSURANCE SERVICES100%
Total $138K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

WELLNEST 401(K) PLAN

401k

Assets$18.0M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELLNEST EMOTIONAL HEALTH AND WELLNESS HEALTH AND WELFARE BENEFITS

Fully Insured - HEALTH NET

Premiums$2.0M
Covered lives261
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004WELLNEST 401(K) PLAN401k$18.0M4472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELLNEST EMOTIONAL HEALTH AND WELLNESS HEALTH AND WELFARE BENEFITSFully InsuredHEALTH NET$2.0M2612025
Retirement plans
Welfare plans
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