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  2. NASHOBA LEARNING GROUP, INC.
Sponsor portfolio

NASHOBA LEARNING GROUP, INC.

EIN 01-0672424-education management-Latest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$2.1M premiums
Participants
945
10 OAK PARK DR - BEDFORD, MA 017301414781-275-2500nashobalearninggroup.orgLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001401k-$9.7M - 638 part#501Fully Insured-$2.1M - 307 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 307 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$122K
  • Other$100K
  • Life$74K
  • Short-term disability$74K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • HARVARD PILGRIM HEALTH CARE89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • CHRISTOPHER M. ALLEN76%
  • CALIBER BENEFITS GROUP15%
  • BRYAN LAMBERT8%
  • JAMES W. MOORADIAN0%
Total $34K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC.

401k

Assets$9.7M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NASHOBA LEARNING GROUP, INC GROUP BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.1M
Covered lives307
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN OF NASHOBA LEARNING GROUP, INC.401k$9.7M6382025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NASHOBA LEARNING GROUP, INC GROUP BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE$2.1M3072025
Retirement plans
Welfare plans
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