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Sponsor portfolio

HUB PEN COMPANY, LLC

EIN 04-2315066-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$2.6M premiums
Participants
915
1525 WASHINGTON STREET - BRAINTREE, MA 02184781-535-5500hubpen.comLinkedIn201-500 employeesmarketing and advertising
Plans on this EIN
2 filings
#002401k-$20.7M - 295 part#501Mixed-$2.6M - 620 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 620 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$2.3M
  • Vision$2.3M
  • Life$345K
  • Short-term disability$345K
  • Long-term disability$345K
  • Other$345K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY13%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • ALLIANT INSURANCE SERVICES, INC.93%
  • PREPARE BENEFITS, LLC7%
Total $209K2 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

HUB PEN COMPANY, LLC 401(K) PLAN

401k

Assets$20.7M
Participants295
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HUB PEN COMPANY, LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.6M
Covered lives620
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HUB PEN COMPANY, LLC 401(K) PLAN401k$20.7M2952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HUB PEN COMPANY, LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.6M6202025
Retirement plans
Welfare plans
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