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Sponsor portfolioTH

CENTER OF HOPE FOUNDATION, INC.

EIN 04-2311571-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$419K assets
Welfare
1
$1.3M premiums
Participants
367
100 FOSTER STREET - SOUTHBRIDGE, MA 01550508-764-4085thecenterofhope.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#002403b-$419K - 214 part#502Fully Insured-$1.3M - 272 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$1.2M
  • Prescription drug$1.2M
  • Life$54K
  • Other$54K
  • Vision$9K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • TRANSAMERICA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $47K1 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

CENTER OF HOPE FOUNDATION INC. 403B PLAN

403b

Assets$419K
Participants214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CENTER OF HOPE FOUNDATION, INC. HEALTH AND WELFARE BENEFITS PLAN

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

Premiums$1.3M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CENTER OF HOPE FOUNDATION INC. 403B PLAN403b$419K2142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CENTER OF HOPE FOUNDATION, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.3M2722025
Retirement plans
Welfare plans
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