Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Vision$1.9M
- Other$204K
- Life$196K
- Short-term disability$182K
- +1 more
Sponsor portfolio
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP
EIN 01-0502585legal servicesLatest filing 2025
Plans
2
Retirement
1
$127.6M assets
Welfare
1
$2.1M premiums
Participants
481
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 258 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- UNITED HEALTHCARE INSURANCE COMPANY90%
- UNUM LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
68%top
- VARNEY & COMPANY BENEFITS ADVISORS68%
- HILB GROUP OF NEW ENGLAND32%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN
401k
Assets$127.6M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP EMPLOYEE BENEFIT PLAN
Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$2.1M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRETI, FLAHERTY, BELIVEAU & PACHIOS, LLP PROFIT SHARING PLAN | 401k | $127.6M | 316 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PRETI, FLAHERTY, BELIVEAU & PACHIOS LLP EMPLOYEE BENEFIT PLAN | Fully Insured | UNITED HEALTHCARE INSURANCE COMPANY | $2.1M | 258 | 2025 |
Retirement plans
Welfare plans