Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SELF HELP INC.
EIN 04-2376180non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$13.5M assets
Welfare
1
$1.3M premiums
Participants
749
45 PEARL STREET - BROCKTON, MA 02301508-588-0447selfhelpinc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $13.5M assets / 559 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 190 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Dental$92K
- Other$89K
- Life$51K
- Short-term disability$51K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
86%top
- MASS GENERAL BRIGHAM HEALTH PLAN86%
- DELTA DENTAL OF CALIFORNIA7%
- UNITED OF OMAHA LIFE INSURANCE COMPANY4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
90%top
- GALLAGHER BENEFIT SERVICES, INC.90%
- ROBERT D STEBBINS5%
- PROFESSIONAL PENSIONS INC3%
- ENROLLMENT SOLUTIONS LTD1%
- FLEURY ENTERPRISES INC0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN
403b
Assets$6.9M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
SELF-HELP, INC. PENSION PLAN
MoneyPurchase
Assets$6.5M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SELF HELP INC. HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - MASS GENERAL BRIGHAM HEALTH PLAN
Premiums$1.3M
Covered lives190
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN | 403b | $6.9M | 278 | 2024 | |
| 001 | SELF-HELP, INC. PENSION PLAN | MoneyPurchase | $6.5M | 281 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SELF HELP INC. HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | MASS GENERAL BRIGHAM HEALTH PLAN | $1.3M | 190 | 2025 |
Retirement plans
Welfare plans