Form 5500 · Employee benefit plan · STONEHAM, MA
THEORY WELLNESS
THEORY WELLNESS's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLELLAN AGCY LLC - NEW ENG. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-5615911 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 145 | February | $39,709 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental | 135 | February | $3,825 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Vision | 86 | February | $1,245 |
| UNITEDHEALTHCARE INSURANCE COMPANY | Life | 210 | February | $1,041 |
Questions
Who is THEORY WELLNESS's benefits broker?
Per its most recent Form 5500 Schedule A, THEORY WELLNESS's broker of record is MARSH & MCLELLAN AGCY LLC - NEW ENG.
What insurance carrier does THEORY WELLNESS use?
THEORY WELLNESS's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 4 disclosed carriers.
When does THEORY WELLNESS's group plan renew?
The most recent Schedule A policy period for THEORY WELLNESS ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THEORY WELLNESS's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.