Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HOLLINGSWORTH AND VOSE
EIN 04-1446700nanotechnologyLatest filing 2025
Plans
5
Retirement
4
$258.7M assets
Welfare
1
$13.8M premiums
Participants
3,019
112 WASHINGTON STREET - EAST WALPOLE, MA 02032508-850-2281hollingsworth-vose.comLinkedIn1001-5000 employeesnanotechnology
Retirement portfolio analytics
4 plans aggregated / $258.7M assets / 2,032 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $13.8M premiums / 1,572 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$12.2M
- Other$1.5M
- Life$1.5M
- Short-term disability$1.5M
- Long-term disability$1.5M
- Vision$112K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- RELIANCE STANDARD LIFE INSURANCE COMPANY11%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
- KGA0%
- METROPOLITAN LIFE INSURANCE COMPANY0%
- +2 more
Broker market share
Schedule A broker compensation
65%top
- DIGITAL INSURANCE LLC65%
- GCG FINANCIAL LLC19%
- ENROLLEASE16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#008
HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN
401k
Assets$120.0M
Participants814
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HOLLINGSWORTH & VOSE COMPANY RETIREMENT PLAN
TraditionalDB
Assets$69.6M
Participants461
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
HOLLINGSWORTH & VOSE COMPANY COLLECTIVELY BARGAINED PENSION PLAN
TraditionalDB
Assets$36.2M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#009
HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN
401k
Assets$32.9M
Participants359
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509
HOLLINGSWORTH AND VOSE COMPANY BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$13.8M
Covered lives1,572
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 008 | HOLLINGSWORTH & VOSE COMPANY (SALARIED) SAVINGS PLAN | 401k | $120.0M | 814 | 2024 | |
| 001 | HOLLINGSWORTH & VOSE COMPANY RETIREMENT PLAN | TraditionalDB | $69.6M | 461 | 2024 | |
| 004 | HOLLINGSWORTH & VOSE COMPANY COLLECTIVELY BARGAINED PENSION PLAN | TraditionalDB | $36.2M | 398 | 2024 | |
| 009 | HOLLINGSWORTH & VOSE COMPANY UNION SAVINGS PLAN | 401k | $32.9M | 359 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 509 | HOLLINGSWORTH AND VOSE COMPANY BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $13.8M | 1,572 | 2025 |
Retirement plans
Welfare plans