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  2. CLINICAL & SUPPORT OPTIONS, INC.
Sponsor portfolioTH

CLINICAL & SUPPORT OPTIONS, INC.

EIN 04-2206041-mental health care-Latest filing 2025
Plans
2
Retirement
1
$14.7M assets
Welfare
1
$6.7M premiums
Participants
1,106
8 ATWOOD DR - NORTHAMPTON, MA 01060413-773-1314csoinc.orgLinkedIn501-1000 employeesmental health care
Plans on this EIN
2 filings
#001403b-$14.7M - 844 part#502Fully Insured-$6.7M - 788 lives

Benefits portfolio analytics

1 plan / $6.7M premiums / 788 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.5M
  • Dental$6.5M
  • Prescription drug$6.5M
  • Life$183K
  • Other$183K
  • Long-term disability$144K
  • +1 more
Total $6.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $6.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • HUB INTERNATIONAL MIDWEST LIMITED95%
  • INDIGO INSURANCE SERVICES4%
  • AME C EKSTROM0%
  • THEODORE W. ZIENCINA0%
  • MATTHEW MCARDLE0%
  • +3 more
Total $190K8 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

CLINICAL AND SUPPORT OPTIONS, INC. 403(B) PLAN

403b

Assets$14.7M
Participants844
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLINICAL AND SUPPORT OPTIONS MEDICAL AND DENTAL

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

Premiums$6.7M
Covered lives788
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLINICAL AND SUPPORT OPTIONS, INC. 403(B) PLAN403b$14.7M8442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLINICAL AND SUPPORT OPTIONS MEDICAL AND DENTALFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$6.7M7882025
Retirement plans
Welfare plans
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