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Sponsor portfolio

WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC.

EIN 02-0495095-medical practice-Latest filing 2025
Plans
3
Retirement
1
$2.6M assets
Welfare
2
$383K premiums
Participants
323
23 WEST ST. #3, PO BOX 1150 - ASHLAND, NH 03217603-968-7452LinkedIn1-10 employeesmedical practice
Plans on this EIN
3 filings
#002401k-$2.6M - 120 part#501Self Funded-$247K - 76 lives#502Fully Insured-$137K - 156 lives

Benefits portfolio analytics

2 plans / $383K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$247K
  • Dental$137K
  • Vision$137K
  • Life$137K
  • Short-term disability$137K
  • Long-term disability$137K
  • +1 more
Total $383K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNITED STATES FIRE INSURANCE COMPANY63%
  • PRINCIPAL LIFE INSURANCE COMPANY36%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $383K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • GRANITE GROUP BENEFITS, LLC56%
  • GCG FINANCIAL LLC44%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC. 401(K) PLAN

401k

Assets$2.6M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLAN

Self Funded - CRUM & FORSTER

Premiums$247K
Covered lives76
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. GROUP INSURANCE PLAN (502)

Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$137K
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WILLIAM J. WHITE EDUCATIONAL & BEHAVIORAL CONSULTING SERVICES, INC. 401(K) PLAN401k$2.6M1202025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. EMPLOYEE GROUP MEDICAL PLANSelf FundedCRUM & FORSTER$247K762025
502WILLIAM J. WHITE EDUCATIONAL AND BEHAVIORAL CONSULTING SERVICES, INC. GROUP INSURANCE PLAN (502)Fully InsuredPRINCIPAL LIFE INSURANCE COMPANY$137K1562025
Retirement plans
Welfare plans
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