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Sponsor portfolio

SISTERS OF SAINT ANN DBA ANNA MARIA COLLEGE

EIN 04-2002060-Educational Services-Latest filing 2024
Plans
2
Retirement
1
$23.5M assets
Welfare
1
$1.8M premiums
Participants
528
50 SUNSET LANE - PAXTON, MA 016121198508-849-3300
Plans on this EIN
2 filings
#001403b-$23.5M - 308 part#502Mixed-$1.8M - 185 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 185 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$64K
  • Other$54K
  • Life$36K
  • Long-term disability$36K
  • Vision$6K
Total $1.8M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • MASS GENERAL BRIGHAM HEALTH PLAN89%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • DELTA DENTAL OF CALIFORNIA4%
  • HRC TOTAL SOLUTIONS3%
  • ZURICH AMERICAN INSURANCE COMPANY0%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • RSC INSURANCE BROKERAGE INC66%
  • HP PLANNING, LLC DBA AISLING PARTNE18%
  • RISK STRATEGIES COMPANY10%
  • GCG FINANCIAL LLC6%
Total $41K4 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

ANNA MARIA COLLEGE DC RETIREMENT PLAN

403b

Assets$23.5M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SISTERS OF ST. ANNE, INC. D/B/A ANNA MARIA COLLEGE

Mixed - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$1.8M
Covered lives185
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ANNA MARIA COLLEGE DC RETIREMENT PLAN403b$23.5M3082024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SISTERS OF ST. ANNE, INC. D/B/A ANNA MARIA COLLEGEMixedMASS GENERAL BRIGHAM HEALTH PLAN$1.8M1852024
Retirement plans
Welfare plans
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