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Sponsor portfolio

ST. ANNS HOME, INC.

EIN 04-2104866-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$2.5M premiums
Participants
746
100 A HAVERHILL STREET - METHUEN, MA 01844978-682-5276
Plans on this EIN
2 filings
#001401k-$31.6M - 482 part#510Fully Insured-$2.5M - 286 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$2.3M
  • Prescription drug$2.3M
  • Life$105K
  • Long-term disability$105K
  • Other$105K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • HARTFORD LIFE AND ACCIDENT4%
  • HUMANA INSURANCE COMPANY0%
  • EYEMED VISION CARE0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • USI INSURANCE SERVICES LLC92%
  • INDIGO INSURANCE SERVICES8%
Total $97K2 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

ST. ANN'S HOME, INC. RETIREMENT PLAN

401k

Assets$31.6M
Participants482
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

ST. ANN'S HOME HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.5M
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ST. ANN'S HOME, INC. RETIREMENT PLAN401k$31.6M4822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510ST. ANN'S HOME HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.5M2862025
Retirement plans
Welfare plans
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