Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.6M
- Dental$3.6M
- Prescription drug$3.6M
- Life$105K
- Long-term disability$105K
- Other$105K
- +1 more
Sponsor portfolio
THE PORTLAND GROUP, INC.
EIN 04-1592601financial servicesLatest filing 2025
Plans
2
Retirement
1
$28.6M assets
Welfare
1
$3.7M premiums
Participants
544
390 FRANKLIN STREET - FRAMINGHAM, MA 01702508-875-7484theportlandgroup.co.ukLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 302 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- AETNA LIFE INSURANCE COMPANY97%
- USABLE LIFE3%
- BLUE CROSS OF CALIFORNIA0%
Broker market share
Schedule A broker compensation
73%top
- USI INSURANCE SERVICES LLC73%
- INDIGO INSURANCE SERVICES27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE PORTLAND GROUP SAVINGS AND RETIREMENT PLAN
401k
Assets$28.6M
Participants314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE PORTLAND GROUP, INC. CONSOLIDATED WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.7M
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE PORTLAND GROUP SAVINGS AND RETIREMENT PLAN | 401k | $28.6M | 314 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE PORTLAND GROUP, INC. CONSOLIDATED WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.7M | 302 | 2025 |
Retirement plans
Welfare plans