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Sponsor portfolioWelfare / HealthEIN 81-3062212

VESTWELL HOLDINGS, INC.

360 MADISON AVENUE · NEW YORK, NY 10017
9179795358
Plans filed
1
Years active
2023–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$742K
No prior year
Persons covered
476
No prior year
Total participants
431
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$742K
VESTWELL HEALTH AND WELFARE PLAN
Mixed476 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$742K16.7%
Vision$742K16.7%
Life$742K16.7%
Short-term disability$742K16.7%
Long-term disability$742K16.7%
Other$742K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$742K100.0%11476

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LIBERTY COMPANY INSURANCE BROKERSWOODLAND HILLS, CATHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$88K$0$88K70.0%1
PROFESSIONAL GROUP PLANS INCHAUPPAUGE, NYTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$38K$0$38K30.0%1

History & trajectory

3 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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