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  2. COMMUNITY ACTION PIONEER VALLEY, INC.
Sponsor portfolio

COMMUNITY ACTION PIONEER VALLEY, INC.

EIN 04-2384972-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$2.4M premiums
Participants
690
393 MAIN STREET - GREENFIELD, MA 01301413-376-1152communityaction.usLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$9.4M - 445 part#501Mixed-$2.4M - 244 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 244 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$2.3M
  • Health$2.3M
  • Prescription drug$2.3M
  • Life$86K
  • Long-term disability$86K
  • Other$86K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • HEALTH NEW ENGLAND, INC.96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE0%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • UNKNOWN84%
  • ASSUREDPARTNERS15%
  • SMITH BROTHERS INSURANCE LLC1%
Total $87K3 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

COMMUNITY ACTION RETIREMENT PLAN

403b

Assets$9.4M
Participants445
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMUNITY ACTION

Mixed - HEALTH NEW ENGLAND, INC.

Premiums$2.4M
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMMUNITY ACTION RETIREMENT PLAN403b$9.4M4452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMUNITY ACTIONMixedHEALTH NEW ENGLAND, INC.$2.4M2442025
Retirement plans
Welfare plans
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