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Sponsor portfolio

THIRD SECTOR NEW ENGLAND, INC.

EIN 04-2261109-research-Latest filing 2025
Plans
2
Retirement
1
$62.7M assets
Welfare
1
$5.9M premiums
Participants
1,119
LINCOLN PLAZA, 89 SOUTH STREET, SUITE 700 - BOSTON, MA 021112679617-523-6565LinkedIn201-500 employeesresearch
Plans on this EIN
2 filings
#002403b-$62.7M - 791 part#505Mixed-$5.9M - 328 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 328 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Dental$224K
  • Vision$224K
  • Life$190K
  • Other$190K
  • +1 more
Total $5.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HARVARD PILGRIM HEALTH CARE93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $5.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • NEW ENGLAND EMPLOYEE BENEFITS CO84%
  • HUB INTERNATIONAL MIDWEST LIMITED9%
  • ANDREA R. HENCHEY3%
  • ENROLLMENT SOLUTIONS LTD1%
  • ASHELY FOLLIS1%
  • +3 more
Total $105K8 slices

Plan deep-dives

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

THIRD SECTOR NEW ENGLAND, INC. 403B DC PLAN

403b

Assets$62.7M
Participants791
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THIRD SECTOR NEW ENGLAND BENEFITS PLAN

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$5.9M
Covered lives328
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THIRD SECTOR NEW ENGLAND, INC. 403B DC PLAN403b$62.7M7912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THIRD SECTOR NEW ENGLAND BENEFITS PLANMixedHARVARD PILGRIM HEALTH CARE$5.9M3282025
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