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Sponsor portfolio

MASSACHUSETTS TEACHERS ASSOCIATION

EIN 04-1591200-public policy-Latest filing 2025
Plans
3
Retirement
2
$263.6M assets
Welfare
1
$6.2M premiums
Participants
874
2 HERITAGE DRIVE, 9TH FLOOR - QUINCY, MA 021712119617-878-8309massteacher.orgLinkedIn51-200 employeespublic policy
Plans on this EIN
3 filings
#001TraditionalDB-$241.9M - 384 part#002401k-$21.7M - 200 part#510Fully Insured-$6.2M - 518 lives

Retirement portfolio analytics

2 plans aggregated / $263.6M assets / 584 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • ASSOCIATION RETIREMENT PLAN (#001)92%
  • ASSOCIATION 401(K) Savings (#002)8%
Total $263.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION RETIREMENT PLAN (#001)384
  • ASSOCIATION 401(K) Savings (#002)200
Total 584Click row to drill in

Benefits portfolio analytics

1 plan / $6.2M premiums / 518 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Vision$5.4M
  • Prescription drug$5.4M
  • Other$475K
  • Life$459K
  • Short-term disability$459K
  • +2 more
Total $6.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • ALLONE HEALTH0%
  • +1 more
Total $6.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • HP PLANNING LLC79%
  • USI INSURANCE SERVICES LLC14%
  • GCG FINANCIAL LLC5%
  • DANIEL F BEADLEY JR1%
  • THOMAS J COLBERT1%
Total $140K5 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

MASSACHUSETTS TEACHERS ASSOCIATION RETIREMENT PLAN

TraditionalDB

Assets$241.9M
Participants384
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MASSACHUSETTS TEACHER ASSOCIATION 401(K) SAVINGS PLAN

401k

Assets$21.7M
Participants200
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MASSACHUSETTS TEACHERS ASSOCIATION GROUP HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$6.2M
Covered lives518
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MASSACHUSETTS TEACHERS ASSOCIATION RETIREMENT PLANTraditionalDB$241.9M3842025
002MASSACHUSETTS TEACHER ASSOCIATION 401(K) SAVINGS PLAN401k$21.7M2002025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MASSACHUSETTS TEACHERS ASSOCIATION GROUP HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$6.2M5182025
Retirement plans
Welfare plans
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