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  2. DEXTER SOUTHFIELD, INC.
Sponsor portfolioTH

DEXTER SOUTHFIELD, INC.

EIN 04-2104152-education management-Latest filing 2025
Plans
2
Retirement
1
$70.0M assets
Welfare
1
$3.5M premiums
Participants
811
20 NEWTON STREET - BROOKLINE, MA 024457498617-751-3624LinkedIn1-10 employeeseducation management
Plans on this EIN
2 filings
#001403b-$70.0M - 512 part#504Fully Insured-$3.5M - 384 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 384 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Dental$133K
  • Other$129K
  • Life$123K
  • Short-term disability$123K
  • Long-term disability$123K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • HARVARD PILGRIM HEALTH CARE92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE0%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $3.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $80K1 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

DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$70.0M
Participants512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

DEXTER SOUTHFIELD INC. HEALTH & WELFARE PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$3.5M
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DEXTER SOUTHFIELD, INC. DEFINED CONTRIBUTION RETIREMENT PLAN403b$70.0M5122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504DEXTER SOUTHFIELD INC. HEALTH & WELFARE PLANFully InsuredHARVARD PILGRIM HEALTH CARE$3.5M3842025
Retirement plans
Welfare plans
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