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Sponsor portfolio

PAYETTE ASSOCIATES INC.

EIN 04-2379313-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$48.6M assets
Welfare
1
$2.3M premiums
Participants
479
290 CONGRESS STREET 5TH FLOOR - BOSTON, MA 02210617-895-1000
Plans on this EIN
2 filings
#001401k-$48.6M - 291 part#503Fully Insured-$2.3M - 187 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Life$154K
  • Short-term disability$154K
  • Long-term disability$154K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • SENTINEL INSURANCE AGENCY, INC.83%
  • CHRISTOPHER M. ALLEN17%
Total $73K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PAYETTE ASSOCIATES INC. 401(K) PLAN

401k

Assets$48.6M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PAYETTE ASSOCIATES, INC. FLEXIBLE SPENDING ACCOUNT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$2.3M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PAYETTE ASSOCIATES INC. 401(K) PLAN401k$48.6M2912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PAYETTE ASSOCIATES, INC. FLEXIBLE SPENDING ACCOUNT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$2.3M1872024
Retirement plans
Welfare plans
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