# INTERWELL HEALTH WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **INTERWELL HEALTH PARTNERS, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | INTERWELL HEALTH PARTNERS, INC. |
| EIN | 881507503 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | BOSTON, MA |
| Industry | hospital & health care |
| Funding | fully insured |
| Total premiums | $9.2M |
| Participants | 496 |
| Persons covered | 2,156 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision, Indemnity, Other |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| SPRING HEALTH | Other |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | Other |

## Brokers

| Broker | Placed with |
|---|---|
| LOCKTON COMPANIES, LLC | UNITED HEALTHCARE INSURANCE COMPANY |
| HOLMES MURPHY & ASSOCIATES | PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| LOCKTON COMPANIES, LLC | PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| AVANT SPECIALTY BENEFITS LLC | PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| IMG | PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| HOLMES MURPHY & ASSOCIATES | UNITED HEALTHCARE INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| HOLMES MURPHY & ASSOCIATES | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| AVANT SPECIALTY BENEFITS LLC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| DORSEY & ASSOCIATES, INC. | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| THOMPSON SUCCESS PARTNERS, INC. | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |
| C & D ASSOCIATES, INC. | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/881507503-501
- Cite as: PlanOptica, https://planoptica.com/welfare/881507503-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers