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Sponsor portfolio

SASAKI ASSOCIATES, INC.

EIN 04-2230445-Latest filing 2025
Plans
2
Retirement
1
$73.3M assets
Welfare
1
$3.6M premiums
Participants
837
110 CHAUNCY STREET - BOSTON, MA 02111617-923-7143
Plans on this EIN
2 filings
#001401k-$73.3M - 543 part#515Mixed-$3.6M - 395 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Prescription drug$3.4M
  • Other$157K
  • Life$90K
  • Long-term disability$90K
  • Vision$26K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • EYEMED VISION CARE1%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ASSUREDPARTNERS97%
  • COLGATE BENEFITS INC1%
  • ENROLLMENT SOLUTIONS LTD1%
  • JEFFREY SPICOLA1%
  • MICHAEL R ACKERMAN0%
  • +2 more
Total $152K7 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

SASAKI ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$73.3M
Participants543
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

SASAKI ASSOCIATES, INC. CONSOLIDATED WRAP WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.6M
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SASAKI ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$73.3M5432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515SASAKI ASSOCIATES, INC. CONSOLIDATED WRAP WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.6M3952025
Retirement plans
Welfare plans
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