Form 5500 · Employee benefit plan · PHOENIX, AZ
LIFEWELL
Public Form 5500 records show how LIFEWELL (PHOENIX, AZ) structures its employee benefits. Its broker of record is LOVITT AND TOUCHE. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-0292390 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Dental, Vision | 442 | December | $27,865 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 268 | December | $20,323 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 41 | December | $2,017 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 29 | December | $771 |
| CURALINC HEALTHCARE | — | 398 | December | $0 |
Questions
Who is LIFEWELL's benefits broker?
Per its most recent Form 5500 Schedule A, LIFEWELL's broker of record is LOVITT AND TOUCHE.
What insurance carrier does LIFEWELL use?
LIFEWELL's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does LIFEWELL's group plan renew?
The most recent Schedule A policy period for LIFEWELL ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LIFEWELL's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.