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Sponsor portfolioWelfare / HealthEIN 34-1096634

WELLTOWER INC.

4500 DORR STREET · TOLEDO, OH 43615
4192472800
Plans filed
3
Years active
2015–2024
Industry
NAICS 53
Latest filing
2024
Total premiums (latest)
$872K
No prior year
Persons covered
929
No prior year
Total participants
628
No prior year
Plans filed
3
No prior year

Plans under this sponsor

3 plans
Plan #501$872K
WELLTOWER INC. EMPLOYEE BENEFIT PLAN
Mixed929 covered·6 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #502$635K
WELLTOWER INC. EMPLOYEE BENEFIT PLAN
Mixed840 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$0
WELLTOWER INC. SECTION 125 PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$435K31.3%
Other$354K25.5%
Life$258K18.6%
Long-term disability$258K18.6%
Vision$84K6.1%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DOth
$450K51.6%12929
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$334K38.4%12618
VISION SERVICE PLAN
EIN 061227840
V
$84K9.6%11434
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$3K0.4%11618

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, METLIFE LEGAL PLANS, NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA, UNUM INSURANCE COMPANY, VISION SERVICE PLAN$61K$24K$85K100.0%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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