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  2. MASSACHUSETTS MEDICAL SOCIETY
Sponsor portfolioTH

MASSACHUSETTS MEDICAL SOCIETY

EIN 04-2050773-non-profit organization management-Latest filing 2024
Plans
3
Retirement
2
$314.4M assets
Welfare
1
$11.9M premiums
Participants
1,501
860 WINTER STREET - WALTHAM, MA 024511411781-893-4610massmed.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#002401k-$173.5M - 602 part#001TraditionalDB-$140.9M - 449 part#501Fully Insured-$11.9M - 968 lives

Retirement portfolio analytics

2 plans aggregated / $314.4M assets / 1,051 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • AND INVESTMENT PLAN (#002)55%
  • MEDICAL SOCIETY PENSION (#001)45%
Total $314.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND INVESTMENT PLAN (#002)602
  • MEDICAL SOCIETY PENSION (#001)449
Total 1,051Click row to drill in

Benefits portfolio analytics

1 plan / $11.9M premiums / 968 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.2M
  • Dental$11.2M
  • Vision$11.2M
  • Other$670K
  • Life$667K
  • Long-term disability$667K
Total $11.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $11.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
  • REUBEN WARNER ASSOCIATES, INC.0%
  • BROWN AND BROWN OF FLORIDA, INC.0%
Total $234K3 slices

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 MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN

401k

Assets$173.5M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MASSACHUSETTS MEDICAL SOCIETY PENSION PLAN

TraditionalDB

Assets$140.9M
Participants449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MASSACHUSETTS MEDICAL SOCIETY WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$11.9M
Covered lives968
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE MASSACHUSETTS MEDICAL SOCIETY SAVINGS AND INVESTMENT PLAN401k$173.5M6022024
001MASSACHUSETTS MEDICAL SOCIETY PENSION PLANTraditionalDB$140.9M4492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASSACHUSETTS MEDICAL SOCIETY WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$11.9M9682024
Retirement plans
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