PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. BAY PATH UNIVERSITY
Sponsor portfolioTH

BAY PATH UNIVERSITY

EIN 04-2103865-Latest filing 2025
Plans
2
Retirement
1
$67.3M assets
Welfare
1
$2.2M premiums
Participants
1,832
588 LONGMEADOW ST. - LONGMEADOW, MA 011062212413-565-1180
Plans on this EIN
2 filings
#003403b-$67.3M - 1,548 part#501Fully Insured-$2.2M - 393 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.3M
  • Vision$440K
  • Short-term disability$251K
  • Other$251K
  • Life$249K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • HEALTH NEW ENGLAND, INC.60%
  • HARVARD PILGRIM HEALTH CARE20%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
  • DELTA DENTAL OF CALIFORNIA9%
  • SHELTERPOINT LIFE INSURANCE COMPANY0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • BFP ASSOCIATES INC51%
  • BROWN & BROWN INSURANCE SERVICES40%
  • GALLAGHER BENEFIT SERVICES, INC.9%
Total $91K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN

403b

Assets$67.3M
Participants1,548
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BAY PATH UNIVERSITY GROUP BENEFIT PLAN

Fully Insured - HEALTH NEW ENGLAND

Premiums$2.2M
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003BAY PATH UNIVERSITY 403(B) RETIREMENT PLAN403b$67.3M1,5482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BAY PATH UNIVERSITY GROUP BENEFIT PLANFully InsuredHEALTH NEW ENGLAND$2.2M3932025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica