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Sponsor portfolio

SHEEHAN PHINNEY BASS & GREEN PA

EIN 02-0315777-law practice-Latest filing 2025
Plans
2
Retirement
1
$83.5M assets
Welfare
1
$167K premiums
Participants
274
PO BOX 3701, 1000 ELM STREET - MANCHESTER, NH 031053701603-668-0300sheehan.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filings
#001401k-$83.5M - 143 part#509Mixed-$167K - 125 lives

Benefits portfolio analytics

1 plan / $167K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$103K
  • Long-term disability$63K
Total $167K2 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY100%
Total $167K1 slice

Broker market share

Schedule A broker compensation

Split broker
58%top
  • GCG FINANCIAL LLC58%
  • COMPREHENSIVE BENEFIT ADMINISTRATOR42%
Total $18K2 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

SHEEHAN PHINNEY BASS & GREEN PA PROFIT SHARING PLAN AND TRUST

401k

Assets$83.5M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

SHEEHAN PHINNEY BASS & GREEN PA HEALTH AND WELFARE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$167K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHEEHAN PHINNEY BASS & GREEN PA PROFIT SHARING PLAN AND TRUST401k$83.5M1432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509SHEEHAN PHINNEY BASS & GREEN PA HEALTH AND WELFARE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$167K1252025
Retirement plans
Welfare plans
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