Form 5500 · Employee benefit plan · TOLEDO, OH
WELLTOWER INC.
WELLTOWER INC. of TOLEDO, OH files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 34-1096634 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 618 | December | $32,654 |
| UNUM INSURANCE COMPANY | — | 111 | December | $15,395 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 929 | December | $8,626 |
| VISION SERVICE PLAN | Vision | 434 | December | $2,245 |
| METLIFE LEGAL PLANS | — | 74 | December | $1,722 |
| NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA | — | 618 | September | $657 |
Questions
Who is WELLTOWER INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, WELLTOWER INC.'s broker of record is LOCKTON COMPANIES, LLC.
What insurance carrier does WELLTOWER INC. use?
WELLTOWER INC.'s benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does WELLTOWER INC.'s group plan renew?
The most recent Schedule A policy period for WELLTOWER INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from WELLTOWER INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.