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Sponsor portfolio

ROBERT REISER & COMPANY, INC.

EIN 04-2014453-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$117.5M assets
Welfare
1
$9.3M premiums
Participants
1,257
725 DEDHAM STREET - CANTON, MA 02021781-232-1731
Plans on this EIN
2 filings
#001401k-$117.5M - 798 part#502Mixed-$9.3M - 1,021 lives

Benefits portfolio analytics

1 plan / $9.3M premiums / 1,021 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.9M
  • Dental$8.9M
  • Prescription drug$8.9M
  • Life$353K
  • Long-term disability$353K
  • Other$353K
  • +1 more
Total $9.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
Total $9.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • BAYSTATE BENEFIT SERVICES69%
  • USI INSURANCE SERVICES LLC23%
  • PROFESSIONAL GROUP PLANS INC8%
Total $169K3 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

ROBERT REISER & COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$117.5M
Participants798
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ROBERT REISER & COMPANY, INC.

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$9.3M
Covered lives1,021
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT REISER & COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$117.5M7982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ROBERT REISER & COMPANY, INC.MixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$9.3M1,0212025
Retirement plans
Welfare plans
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