PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CENTER FOR LIFE MANAGEMENT
Sponsor portfolio

CENTER FOR LIFE MANAGEMENT

EIN 02-0301530-medical practice-Latest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$3.3M premiums
Participants
682
10 TSIENNETO ROAD - DERRY, NH 03038603-965-0678LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001403b-$11.9M - 411 part#502Fully Insured-$3.3M - 513 lives

Benefits portfolio analytics

1 plan / $3.3M premiums / 513 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Vision$2.9M
  • Prescription drug$2.9M
  • Dental$213K
  • Life$185K
  • Short-term disability$185K
  • +2 more
Total $3.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITEDHEALTHCARE INSURANCE COMPANY88%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • ANTHEM LIFE INSURANCE COMPANY6%
Total $3.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • CRONIN GERVINO & WARLICK INC99%
  • DANIEL CRONIN1%
Total $98K2 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

CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN

403b

Assets$11.9M
Participants411
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CENTER FOR LIFE MANAGEMENT HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$3.3M
Covered lives513
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLM CENTER FOR LIFE MANAGEMENT TAX SHELTERED ANNUITY PLAN403b$11.9M4112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CENTER FOR LIFE MANAGEMENT HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$3.3M5132025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica