Welltower Inc.
Overview
Welltower Inc. sponsors a self-funded health plan that covered 644 participants in plan year 2025, up 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 644 · prior year 618
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Welltower Inc. Employee Benefit Plan, plan 501 (644 participants)
- Broker compensation
- $82K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Metropolitan Life Insurance Company | Dental | 1,041 | $635K | $15K |
| Unum Life Insurance Company of America | Life, Long-term disability | 759 | $315K | $42K |
| Vision Service Plan | Vision | 450 | $102K | $3K |
| Unum Insurance Company | Critical Illness, Accident, Hospital | 141 | $81K | $19K |
| MetLife Legal Plans | Legal | 79 | $25K | $3K |
| National Union Fire Insurance Company of Pittsburgh, PA | Business Travel Accident | 625 | $5K | $1K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 644 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Welltower Inc.
- Sponsor EIN
- 34-1096634
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 34-1096634 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Welltower Inc. Retirement Plan and Trust
- Type
- 401(k) plan
- Participants
- 1,058
About this data
Source: Welltower Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Welltower Inc..