PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SHERRILL HOUSE, INC
Sponsor portfolio

SHERRILL HOUSE, INC

EIN 04-2104321-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$13.2M assets
Welfare
1
$1.5M premiums
Participants
5,771,674
135 S. HUNTINGTON AVE - BOSTON, MA 021304885617-731-2400sherrillhouse.orgLinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$13.2M - 288 part#501Fully Insured-$1.5M - 155 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 155 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$94K
  • Long-term disability$49K
  • Life$38K
  • Other$38K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HARVARD PILGRIM HEALTH CARE87%
  • BLUE CROSS OF CALIFORNIA6%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $41K1 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

SHERRILL HOUSE, INC. 403(B) RETIREMENT PLAN

403b

Assets$13.2M
Participants288
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SHERRILL HOUSE EMPLOYEE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$1.5M
Covered lives155
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SHERRILL HOUSE, INC. 403(B) RETIREMENT PLAN403b$13.2M2882025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SHERRILL HOUSE EMPLOYEE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE$1.5M1552025
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