Assets by plan
Share of aggregate retirement assets
Filings through .
Self Help Inc
EIN 04-2376180non-profit organization managementLatest filing 2025
Plans
3
Retirement
2
$14.5M assets
Health & Benefits
1
$1.3M premiums
Participants
756
45 PEARL STREET - BROCKTON, MA 02301508-588-0448selfhelpinc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $14.5M assets / 566 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 190 covered lives
Coverage 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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SELF-HELP, INC. PENSION PLAN
Money purchase
Assets$7.6M
Participants288
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN
403(b)
Assets$6.9M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
SELF HELP INC. HEALTH AND WELFARE BENEFITS PLAN
Fully insured - MASS GENERAL BRIGHAM HEALTH PLAN
Premiums$1.3M
Covered lives190
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SELF-HELP, INC. PENSION PLAN | Money purchase | $7.6M | 288 | 2025 |
| #002 | SELF-HELP, INC. TAX SHELTERED ANNUITY PLAN | 403(b) | $6.9M | 278 | 2024 |
- #001 · Money purchase · 2025288
- #002 · 403(b) · 2024278
Health & Benefits plans
1 plan on this EIN
| 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 |
- #502 · Fully insured · MASS GENERAL BRIGHAM HEALTH PLAN · 2025190
Retirement plans
Health & Benefits plans