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Sponsor portfolio

MIRICK, O'CONNELL, DEMALLIE & LOUGEE, LLP

EIN 04-2203347-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$84.0M assets
Welfare
1
$1.9M premiums
Participants
318
100 FRONT STREET - WORCESTER, MA 01608508-791-8500modl.comLinkedIn11-50 employees
Plans on this EIN
2 filings
#002401k-$84.0M - 182 part#501Fully Insured-$1.9M - 182 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Life$168K
  • Other$168K
  • Long-term disability$148K
  • Dental$126K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • HARVARD PILGRIM HEALTH CARE84%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • BLUE CROSS OF CALIFORNIA7%
  • VISION SERVICE PLAN0%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $48K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MIRICK, O'CONNELL, DEMALLIE & LOUGEE, LLP SAVINGS AND RETIREMENT PLAN AND TRUST

401k

Assets$84.0M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MIRICK, OCONNELL, DEMALLIE & LOUGEE, LLP WELFARE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$1.9M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MIRICK, O'CONNELL, DEMALLIE & LOUGEE, LLP SAVINGS AND RETIREMENT PLAN AND TRUST401k$84.0M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MIRICK, OCONNELL, DEMALLIE & LOUGEE, LLP WELFARE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE$1.9M1822024
Retirement plans
Welfare plans
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