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Sponsor portfolio

OLD STURBRIDGE INC.

EIN 04-2104809-Arts, Entertainment, and Recreation-Latest filing 2024
Plans
2
Retirement
1
$15.3M assets
Welfare
1
$997K premiums
Participants
518
1 OLD STURBRIDGE VILLAGE RD - STURBRIDGE, MA 01566508-347-0251
Plans on this EIN
2 filings
#001403b-$15.3M - 389 part#501Fully Insured-$997K - 126 lives

Benefits portfolio analytics

1 plan / $997K premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$917K
  • Dental$54K
  • Life$17K
  • Other$17K
  • Vision$5K
  • Long-term disability$3K
Total $997K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.76%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA16%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • EYEMED VISION CARE1%
Total $997K5 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • RSC INSURANCE BROKERAGE INC84%
  • EMERSON REID LLC16%
Total $36K2 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

OLD STURBRIDGE VILLAGE 403B DC PLAN

403b

Assets$15.3M
Participants389
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OLD STURBRIDGE, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - TUFTS ASSOCIATED HEALTH MAINTENANCE ORG, INC

Premiums$997K
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLD STURBRIDGE VILLAGE 403B DC PLAN403b$15.3M3892024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OLD STURBRIDGE, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredTUFTS ASSOCIATED HEALTH MAINTENANCE ORG, INC$997K1262024
Retirement plans
Welfare plans
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