Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$110K
- Life$74K
- Long-term disability$74K
- Other$74K
- +1 more
Sponsor portfolioTH
BOSTON FOUNDATION, INC.
EIN 04-2104021philanthropyLatest filing 2025
Plans
2
Retirement
1
$34.8M assets
Welfare
1
$2.4M premiums
Participants
480
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 194 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- HARVARD PILGRIM HEALTH CARE92%
- DELTA DENTAL OF CALIFORNIA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- EYEMED VISION CARE0%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
95%top
- BROWN & BROWN INSURANCE SERVICES95%
- STRATEGIC NON-MEDICAL SOLUTION5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOSTON FOUNDATION 403(B) PLAN
403b
Assets$34.8M
Participants358
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BOSTON FOUNDATION GROUP BENEFITS PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$2.4M
Covered lives194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOSTON FOUNDATION 403(B) PLAN | 403b | $34.8M | 358 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BOSTON FOUNDATION GROUP BENEFITS PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $2.4M | 194 | 2025 |
Retirement plans
Welfare plans