Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Life$147K
- Short-term disability$147K
- Long-term disability$147K
- Other$147K
- Dental$110K
- +1 more
Sponsor portfolio
A.D. MAKEPEACE COMPANY
EIN 04-1573900real estateLatest filing 2025
Plans
2
Retirement
1
$15.2M assets
Welfare
1
$1.9M premiums
Participants
252
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.9M premiums / 191 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- SYMETRA LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
86%top
- KARAM INSURANCE AGENCY86%
- INDIGO INSURANCE SERVICES14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
A.D. MAKEPEACE COMPANY 401(K) PLAN
401k
Assets$15.2M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
A.D. MAKEPEACE WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.9M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | A.D. MAKEPEACE COMPANY 401(K) PLAN | 401k | $15.2M | 147 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | A.D. MAKEPEACE WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.9M | 191 | 2025 |
Retirement plans
Welfare plans