Form 5500 · Employee benefit plan · ALPHARETTA, GA
WELL5ASSOCIATES, LLC
Public Form 5500 records show how WELL5ASSOCIATES, LLC (ALPHARETTA, GA) structures its employee benefits. Its broker of record is PROPEL INSURANCE AGENCY LLC. Coverage is written through TRUSTMARK INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in July.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 92-0300873 · plan 503 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| TRUSTMARK INSURANCE COMPANY | Life, Disability | 59 | July | $34,672 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 97 | July | $25,210 |
| HUMANA INSURANCE COMPANY | Dental, Vision, Life | 161 | July | $7,396 |
| AMERICAN UNITED INSURANCE COMPANY | Disability | 20 | November | $1,241 |
Questions
Who is WELL5ASSOCIATES, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WELL5ASSOCIATES, LLC's broker of record is PROPEL INSURANCE AGENCY LLC.
What insurance carrier does WELL5ASSOCIATES, LLC use?
WELL5ASSOCIATES, LLC's benefit plan is written through TRUSTMARK INSURANCE COMPANY, among 4 disclosed carriers.
When does WELL5ASSOCIATES, LLC's group plan renew?
The most recent Schedule A policy period for WELL5ASSOCIATES, LLC ended in July. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WELL5ASSOCIATES, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.