PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE TRUSTEES OF RESERVATIONS
Sponsor portfolioTH

THE TRUSTEES OF RESERVATIONS

EIN 04-2105780-museums and institutions-Latest filing 2025
Plans
2
Retirement
1
$26.5M assets
Welfare
1
$3.7M premiums
Participants
788
200 HIGH STREET - BOSTON, MA 02110978-921-1944thetrustees.orgLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
2 filings
#004401k-$26.5M - 496 part#505Mixed-$3.7M - 439 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 439 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$3.6M
  • Prescription drug$3.6M
  • Life$100K
  • Long-term disability$100K
  • Other$100K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • VISION SERVICE PLAN1%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $92K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN

401k

Assets$26.5M
Participants496
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE TRUSTEES OF RESERVATIONS HEALTH AND WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS INC

Premiums$3.7M
Covered lives439
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004THE TRUSTEES OF RESERVATIONS 401(K) RETIREMENT PLAN401k$26.5M4962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE TRUSTEES OF RESERVATIONS HEALTH AND WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS INC$3.7M4392025
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