PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NEW ENGLAND AQUARIUM CORPORATION
Sponsor portfolio

NEW ENGLAND AQUARIUM CORPORATION

EIN 04-2297514-museums and institutions-Latest filing 2025
Plans
4
Retirement
3
$36.9M assets
Welfare
1
$2.4M premiums
Participants
1,229
1 CENTRAL WHARF - BOSTON, MA 02110617-973-5215neaq.orgLinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
4 filings
#007403b-$22.1M - 589 part#010ProfitSharing-$10.1M - 293 part#001CashBalance-$4.6M - 126 part#505Fully Insured-$2.4M - 320 lives

Retirement portfolio analytics

3 plans aggregated / $36.9M assets / 1,008 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • SHELTERED ANNUITY PLAN (#007)60%
  • 403(B) RETIREMENT PLAN (#010)27%
  • AQUARIUM CORPORATION PENSION (#001)13%
Total $36.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • (Not disclosed)73%
  • ADP BROKER-DEALER27%
Total $36.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHELTERED ANNUITY PLAN (#007)589
  • 403(B) RETIREMENT PLAN (#010)293
  • AQUARIUM CORPORATION PENSION (#001)126
Total 1,008Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$178K
  • Other$72K
  • Life$66K
  • Long-term disability$66K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.82%
  • BLUE CROSS OF CALIFORNIA7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA7%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE1%
  • +1 more
Total $2.4M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $81K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

NEW ENGLAND AQUARIUM CORPORATION 403(B) TAX SHELTERED ANNUITY PLAN

403b

Assets$22.1M
Participants589
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

NEW ENGLAND AQUARIUM 403(B) RETIREMENT PLAN

ProfitSharing

Assets$10.1M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

NEW ENGLAND AQUARIUM CORPORATION PENSION PLAN

CashBalance

Assets$4.6M
Participants126
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

NEW ENGLAND AQUARIUM CORPORATION GROUP HEALTH PLAN

Fully Insured - TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.

Premiums$2.4M
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
007NEW ENGLAND AQUARIUM CORPORATION 403(B) TAX SHELTERED ANNUITY PLAN403b$22.1M5892024
010NEW ENGLAND AQUARIUM 403(B) RETIREMENT PLANProfitSharing$10.1M2932024
001NEW ENGLAND AQUARIUM CORPORATION PENSION PLANCashBalance$4.6M1262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505NEW ENGLAND AQUARIUM CORPORATION GROUP HEALTH PLANFully InsuredTUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.$2.4M3202025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica