Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Other$163K
- Life$81K
- Long-term disability$65K
- Vision$21K
Sponsor portfolioTH
CARLETON-WILLARD VILLAGE
EIN 04-2105844Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$2.4M premiums
Participants
762
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 264 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- MASS GENERAL BRIGHAM HEALTH PLAN90%
- RELIANCE STANDARD LIFE INSURANCE COMPANY6%
- AFLAC3%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
84%top
- MARSH & MCLENNAN AGENCY LLC84%
- BRIAN W PATTEN6%
- DANIEL C HARRIS2%
- RHONDA A DRESNER2%
- STACEY LYN CASTELLANETA1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN
401k
Assets$19.7M
Participants498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
CARLETON-WILLARD VILLAGE WELFARE BENEFITS PLAN
Mixed - MASS GENERAL BRIGHAM HEALTH PLAN
Premiums$2.4M
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN | 401k | $19.7M | 498 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | CARLETON-WILLARD VILLAGE WELFARE BENEFITS PLAN | Mixed | MASS GENERAL BRIGHAM HEALTH PLAN | $2.4M | 264 | 2025 |
Retirement plans
Welfare plans