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Sponsor portfolioTH

ROGERSON COMMUNITIES

EIN 04-2104319-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$10.8M assets
Welfare
1
$1.6M premiums
Participants
535
1 FLORENCE STREET - BOSTON, MA 02131617-469-5812rogerson.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$10.8M - 348 part#504Fully Insured-$1.6M - 187 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$107K
  • Long-term disability$36K
  • Life$25K
  • Other$17K
  • Short-term disability$13K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.87%
  • DELTA DENTAL OF CALIFORNIA7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • INNOVO BENEFITS GROUP97%
  • NFP INSURANCE SERVICES INC3%
Total $35K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ROGERSON COMMUNITIES RETIREMENT SAVINGS PLAN

403b

Assets$10.8M
Participants348
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

ROGERSON COMMUNITIES WELFARE PLAN

Fully Insured - TUFTS HEALTH PLAN

Premiums$1.6M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ROGERSON COMMUNITIES RETIREMENT SAVINGS PLAN403b$10.8M3482024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504ROGERSON COMMUNITIES WELFARE PLANFully InsuredTUFTS HEALTH PLAN$1.6M1872025
Retirement plans
Welfare plans
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