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Sponsor portfolio

ROBERT F. KENNEDY COMMUNITY ALLIANCE, INC.

EIN 04-2103834-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$32.3M assets
Welfare
1
$147K premiums
Participants
1,091
380 HIGH STREET EXT. - LANCASTER, MA 01523978-368-6440
Plans on this EIN
2 filings
#001403b-$32.3M - 666 part#501Mixed-$147K - 425 lives

Benefits portfolio analytics

1 plan / $147K premiums / 425 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$125K
  • Short-term disability$125K
  • Long-term disability$125K
  • Other$125K
  • Vision$22K
Total $147K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • METROPOLITAN LIFE INSURANCE COMPANY85%
  • EYEMED VISION CARE15%
Total $147K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $11K1 slice

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 F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN

403b

Assets$32.3M
Participants666
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RFK COMMUNITY ALLIANCE HEALTH AND WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$147K
Covered lives425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROBERT F. KENNEDY COMMUNITY ALLIANCE 403(B) PLAN403b$32.3M6662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RFK COMMUNITY ALLIANCE HEALTH AND WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$147K4252024
Retirement plans
Welfare plans
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