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Sponsor portfolioTH

QUINCY MUTUAL FIRE INSURANCE COMPANY

EIN 04-1752900-Latest filing 2025
Plans
4
Retirement
3
$267.0M assets
Welfare
1
$8.1M premiums
Participants
1,058
PO BOX 690392, 57 WASHINGTON STREET - QUINCY, MA 022690392617-770-5100
Plans on this EIN
4 filings
#001TraditionalDB-$149.3M - 399 part#002401k-$96.3M - 319 part#003401k-$21.4M - 66 part#511Mixed-$8.1M - 624 lives

Retirement portfolio analytics

3 plans aggregated / $267.0M assets / 784 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • COMPANY RETIREMENT PLAN (#001)56%
  • PLAN AND TRUST (#002)36%
  • PLAN & TRUST (#003)8%
Total $267.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
64%top
  • (Not disclosed)64%
  • T ROWE PRICE RPS INC36%
Total $267.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY RETIREMENT PLAN (#001)399
  • PLAN AND TRUST (#002)319
  • PLAN & TRUST (#003)66
Total 784Click row to drill in

Benefits portfolio analytics

1 plan / $8.1M premiums / 624 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$361K
  • Life$195K
  • Long-term disability$133K
Total $8.1M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • HARVARD PILGRIM HEALTH CARE94%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • HARTFORD LIFE AND ACCIDENT2%
  • NEW DIRECTIONS BEHAVIORAL HEALTH0%
  • +2 more
Total $8.1M7 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • GALLAGHER BENEFIT SERVICES, INC.76%
  • BURGIN PLATNER HURLEY INSURANCE12%
  • TSOTSIS, MICHAEL P5%
  • MCGRATH, KEVIN C5%
  • DAVID M BOWEN2%
  • +2 more
Total $119K7 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

QUINCY MUTUAL FIRE INSURANCE COMPANY RETIREMENT PLAN

TraditionalDB

Assets$149.3M
Participants399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

QUINCY MUTUAL FIRE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$96.3M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$21.4M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

QUINCY MUTUAL FIRE INSURANCE COMPANY WELFARE BENEFIT PLAN

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$8.1M
Covered lives624
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001QUINCY MUTUAL FIRE INSURANCE COMPANY RETIREMENT PLANTraditionalDB$149.3M3992024
002QUINCY MUTUAL FIRE INSURANCE COMPANY 401(K) PROFIT SHARING PLAN AND TRUST401k$96.3M3192024
003INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST401k$21.4M662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511QUINCY MUTUAL FIRE INSURANCE COMPANY WELFARE BENEFIT PLANMixedHARVARD PILGRIM HEALTH CARE$8.1M6242025
Retirement plans
Welfare plans
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