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Sponsor portfolioTH

CONCORD GENERAL MUTUAL INSURANCE COMPANY

EIN 02-0131910-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
2
$139.1M assets
Welfare
1
$1.0M premiums
Participants
1,091
35B CONSTITUTION DRIVE, SUITE 101 - BEDFORD, NH 03110603-224-4086
Plans on this EIN
3 filings
#001TraditionalDB-$105.6M - 426 part#002401k-$33.6M - 376 part#510Mixed-$1.0M - 286 lives

Retirement portfolio analytics

2 plans aggregated / $139.1M assets / 802 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • COMPANY EMPLOYEES PENSION (#001)76%
  • INSURANCE COMPANY 401(K) (#002)24%
Total $139.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY EMPLOYEES PENSION (#001)426
  • INSURANCE COMPANY 401(K) (#002)376
Total 802Click row to drill in

Benefits portfolio analytics

1 plan / $1.0M premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$771K
  • Life$714K
  • Short-term disability$714K
  • Long-term disability$714K
  • Health$194K
  • Prescription drug$194K
  • +1 more
Total $1.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • STANDARD INSURANCE COMPANY71%
  • HARTFORD LIFE AND ACCIDENT19%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN4%
Total $1.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE RICHARDS GROUP100%
Total $37K1 slice

Plan deep-dives

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

CONCORD GENERAL MUTUAL INSURANCE COMPANY EMPLOYEES PENSION PLAN

TraditionalDB

Assets$105.6M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CONCORD GENERAL MUTUAL INSURANCE COMPANY 401(K) PLAN

401k

Assets$33.6M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

CONCORD GENERAL MUTUAL INSURANCE COMPANY WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$1.0M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CONCORD GENERAL MUTUAL INSURANCE COMPANY EMPLOYEES PENSION PLANTraditionalDB$105.6M4262025
002CONCORD GENERAL MUTUAL INSURANCE COMPANY 401(K) PLAN401k$33.6M3762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510CONCORD GENERAL MUTUAL INSURANCE COMPANY WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$1.0M2862025
Retirement plans
Welfare plans
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