PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. WELL5ASSOCIATES, LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 92-0300873

WELL5ASSOCIATES, LLC

3000 OLD ALABAMA ROAD · ALPHARETTA, GA 30022
4042824755
Plans filed
1
Years active
2024–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$268K
No prior year
Persons covered
161
No prior year
Total participants
107
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #503$268K
WELL5ASSOCIATES HEALTH AND WELFARE BENEFITS PLAN
Mixed161 covered·4 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$255K29.6%
Other$255K29.6%
Long-term disability$197K22.9%
Dental$70K8.2%
Vision$70K8.2%
Short-term disability$12K1.4%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$126K47.1%1197
HUMANA INSURANCE COMPANY
EIN 391263473
DVLOth
$70K26.3%11161
TRUSTMARK INSURANCE COMPANY
EIN 360792925
LLTDOth
$59K21.9%1159
AMERICAN UNITED INSURANCE COMPANY
EIN 350145825
STDLTD
$12K4.6%1120

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
PROPEL INSURANCE AGENCY, LLCTACOMA, WAUNITED OF OMAHA LIFE INSURANCE COMPANY, AMERICAN UNITED INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY, HUMANA INSURANCE COMPANY$39K$3K$42K56.4%1
FRANCISCO COMBESATLANTA, GAUNITED OF OMAHA LIFE INSURANCE COMPANY, TRUSTMARK INSURANCE COMPANY$30K$0$30K40.7%1
GCG FINANCIAL LLCDEERFIELD, ILUNITED OF OMAHA LIFE INSURANCE COMPANY, HUMANA INSURANCE COMPANY$0$2K$2K2.9%1

History & trajectory

2 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica