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Sponsor portfolio

GUILD OF ST. AGNES

EIN 04-2104267-investment management-Latest filing 2025
Plans
2
Retirement
1
$10.5M assets
Welfare
1
$2.3M premiums
Participants
640
19 HARVARD STREET - WORCESTER, MA 01609508-755-2238LinkedIn201-500 employeesinvestment management
Plans on this EIN
2 filings
#002401k-$10.5M - 349 part#501Fully Insured-$2.3M - 291 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Life$69K
  • Long-term disability$69K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • NFP INSURANCE SERVICES INC44%
  • CROSS INSURANCE44%
  • PROFESSIONAL GROUP PLANS INC12%
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#002

GUILD OF ST. AGNES OF WORCESTER, INC 401(K) PLAN

401k

Assets$10.5M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GUILD OF ST. AGNES EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$2.3M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002GUILD OF ST. AGNES OF WORCESTER, INC 401(K) PLAN401k$10.5M3492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GUILD OF ST. AGNES EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$2.3M2912025
Retirement plans
Welfare plans
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