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Sponsor portfolioWelfare / HealthEIN 83-3843209

WELLBE SENIOR MEDICAL LLC

225 WEST WASHINGTON STREET · CHICAGO, IL 60606
3127762429
Plans filed
1
Years active
2022–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$12.9M
No prior year
Persons covered
2,707
No prior year
Total participants
1,517
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$12.9M
WELLBE SENIOR MEDICAL LLC WELFARE BENEFIT PLAN
Fully insured2,707 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$11.4M28.2%
Dental$11.4M28.2%
Vision$11.4M28.2%
Life$1.5M3.8%
Short-term disability$1.5M3.8%
Long-term disability$1.5M3.8%
Other$1.5M3.8%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HDV
$11.4M88.1%112,707
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
LSTDLTDOth
$1.5M11.9%111,517

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RELATION INSURANCE INCCHARLOTTE, NCUNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN IFE INSURANCE COMPANY$177K$359K$536K65.4%1
ALLIANT INSURANCE SERVICES, INC.SAN DIEGO, CAUNITEDHEALTHCARE INSURANCE COMPANY, METROPOLITAN IFE INSURANCE COMPANY$63K$147K$210K25.6%1
CENTRO BENEFITS RESEARCH LLCBEACHWOOD, OHMETROPOLITAN IFE INSURANCE COMPANY$59K$15K$74K9.0%1

History & trajectory

4 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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