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  2. NORWELL VISITING NURSE ASSOCIATION, INC.
Sponsor portfolioTH

NORWELL VISITING NURSE ASSOCIATION, INC.

EIN 04-2104797-medical practice-Latest filing 2025
Plans
2
Retirement
1
$20.5M assets
Welfare
1
$3.6M premiums
Participants
766
120 LONGWATER DRIVE - NORWELL, MA 02061781-659-2342LinkedIn201-500 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$20.5M - 498 part#501Fully Insured-$3.6M - 297 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 297 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Prescription drug$3.3M
  • Dental$145K
  • Life$121K
  • Other$121K
  • Long-term disability$85K
  • +2 more
Total $3.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MASS GENERAL BRIGHAM HEALTH PLAN92%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • EYEMED VISION CARE1%
Total $3.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • HUB INTERNATIONAL MIDWEST LIMITED66%
  • THE DBL CENTER LTD8%
  • INDIGO INSURANCE SERVICES6%
  • ANDREA R. HENCHEY5%
  • JEFFREY RAYMOND DUBE5%
  • +3 more
Total $94K8 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

NORWELL VNA AND HOSPICE 401(K) PLAN & TRUST

401k

Assets$20.5M
Participants498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORWELL VNA AND HOSPICE HEALTH AND WELFARE PLAN

Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$3.6M
Covered lives297
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORWELL VNA AND HOSPICE 401(K) PLAN & TRUST401k$20.5M4982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORWELL VNA AND HOSPICE HEALTH AND WELFARE PLANFully InsuredMASS GENERAL BRIGHAM HEALTH PLAN$3.6M2972024
Retirement plans
Welfare plans
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