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Sponsor portfolio

SOUTHWESTERN COMMUNITY SERVICE

EIN 02-6013808-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$68K premiums
Participants
329
63 COMMUNITY WAY, PO BOX 603 - KEENE, NH 034310603603-352-7512scshelps.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001401k-$11.3M - 231 part#501Fully Insured-$68K - 121 lives

Benefits portfolio analytics

1 plan / $68K premiums / 121 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$68K
  • Short-term disability$68K
  • Long-term disability$68K
  • Other$68K
Total $68K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $68K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE RICHARDS GROUP100%
Total $6K1 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

403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWESTERN COMMUNITY SERVICES

401k

Assets$11.3M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOUTHWESTERN COMMUNITY SERVICES, INC. LIFE AND DISABILITY

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$68K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN FOR EMPLOYEES OF SOUTHWESTERN COMMUNITY SERVICES401k$11.3M2312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOUTHWESTERN COMMUNITY SERVICES, INC. LIFE AND DISABILITYFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$68K1212024
Retirement plans
Welfare plans
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