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NAICS 52512052

SBA Loans for Health and Welfare Funds

Health and Welfare Funds are one of the most-funded SBA 7(a) industries. Explore which lenders are actually approving health and welfare funds loans, what loan sizes they fund, and where activity is concentrated.

Find lenders funding health and welfare funds
Total loans
26
all programs
Approved $
$5.3M
last 5 years
Avg loan
$202K
median $145K
Most active lender
Fortifi Bank
4 loans
Jobs supported
312K
cumulative

Loan size distribution

SBA 7(a) · LAST 12 MONTHS
26.9%
34.6%
19.2%
7.7%
7.7%
3.8%
<$50K
$50–100K
$100–250K
$250–500K
$500K–1M
$1–2M
Most common range
$100K – $250K
34% of loans
Median
$145,000
90th percentile
$612,000
HEALTH AND WELFARE FUNDS-FRIENDLY LENDERS

The 5 lenders that approved 41% of health and welfare funds SBA loans last year.

Submit your health and welfare funds profile and we'll prioritize lenders that have already funded similar concept, size, and geography.

Get matched
~ 2 MIN · NO COMMITMENT

Top lenders for health and welfare funds

Fortifi Bank
4
Bell Bank
3
The Huntington National Bank
3
COFSB, National Association
2
Capital One, National Association
1
Celtic Bank Corporation
1

Top states for health and welfare funds loans

MN
5
WI
4
IN
2
MA
2
PA
2
AZ
1
Loan records · Health and Welfare Funds
26 records
Sort:
BSI Corporate Benefits, LLC
Bethlehem, PA · 18015
$1,633,000
504
Empire State Certified Development Corporation$148K/job · 2023-02-09
Cor Ben Consultants, Incorporated
Columbus, OH · 43220
$800,000
7(a)
PNC Bank, National Association$67K/job · 2006-08-25
Benefit Intelligence, Inc.
Mesa, AZ · 85206
$696,000
7(a)
JPMorgan Chase Bank, National Association$63K/job · 2006-06-20
FORTUNE REAL PROPERTIES LLC AN
Atlanta, GA · 30342
$275,500
7(a)
Pinnacle Bank$55K/job · 2005-08-30
MY SMART BENEFITS
Hammond, IN · 46320
$275,000
504
Regional Development Company$6K/job · 2003-06-16
SAILER BENEFIT SERVICES INC
Lake Elmo, MN · 55402
$242,000
7(a)
Old National Bank$81K/job · 2004-12-01
B Holding Group LLC
New York, NY · 10031
$200,000
7(a)
TruFund Financial Services Inc$50K/job · 2018-08-10
Avergent, LLC
Green Bay, WI · 54304
$170,000
7(a)
Fortifi Bank$11K/job · 2023-07-14
HealthSource Solutions
Saint Louis Park, MN · 55426
$150,000
7(a)
Bell Bank$5K/job · 2009-03-25
AcuMeD LLC
Watertown, MA
$106,000
7(a)
Celtic Bank Corporation$10K/job · 2025-01-23
Payee Central Diversified, Inc.
Alexandria, MN · 56308
$97,500
7(a)
Vantage Bank$14K/job · 2012-12-19
CONSOLIDATED GROUP RESOURCES, INC. DBA CGRBENEFITS.COM
Troy, MI · 48098
$75,000
7(a)
Capital One, National Association$13K/job · 2006-09-26
Avergent, LLC
De Pere, WI · 54115
$50,000
7(a)
Fortifi Bank$25K/job · 2019-05-14
SANITY BEHAVIORAL HEALTH CORP
Miami, FL · 33184
$50,000
7(a)
Readycap Lending, LLC$8K/job · 2024-07-05
RDY LLC
Carpentersville, IL · 60110
$50,000
7(a)
Fifth Third Bank$25K/job · 2015-05-28
CREATIVE BENEFITS INC
Vista, CA · 92084
$50,000
7(a)
COFSB, National Association$806/job · 2004-01-20
Avergent, LLC
Green Bay, WI · 54304
$50,000
7(a)
Fortifi Bank$5K/job · 2022-10-04
Avergent, LLC
De Pere, WI · 54115
$50,000
7(a)
Fortifi Bank$6K/job · 2021-05-10
HealthSource Solutions
Saint Louis Park, MN · 55426
$50,000
7(a)
Bell Bank$2K/job · 2009-08-27
PROFESSIONAL CONSULTING LLC
Salt Lake City, UT · 84103
$30,000
7(a)
Wells Fargo Bank National Association$4K/job · 2006-08-22
Health Data Solutions, Inc.
Cross Lanes, WV · 25313
$25,000
7(a)
The Huntington National Bank2007-03-07
TRINITY BENEFITS PLANNERS, INC.
Pleasanton, TX · 78064
$25,000
7(a)
COFSB, National Association$25K/job · 2006-12-11
HealthSource Solutions
Saint Louis Park, MN · 55426
$25,000
7(a)
Bell Bank$833/job · 2009-03-27
McNeil Voluntary Benefits Group
Medfield, MA
$25,000
7(a)
UniBank for Savings2018-08-31
Compass Benefit Solutions, LLC
Monroeville, PA · 15146
$25,000
7(a)
The Huntington National Bank$5K/job · 2014-09-29
1–25 of 26
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