Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Other$329K
- Life$280K
- Dental$260K
- Long-term disability$220K
- Vision$35K
- +1 more
Sponsor portfolioTH
SOUTH MIDDLESEX OPPORTUNITY COUNCIL
EIN 04-2389659non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$21.9M assets
Welfare
1
$5.9M premiums
Participants
1,421
HUMAN RESOURCES, 7 BISHOP ST - FRAMINGHAM, MA 017028323508-620-2326smoc.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.9M premiums / 677 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- ALLWAYS HEALTH PARTNERS89%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- BLUE CROSS OF CALIFORNIA4%
- STARMOUNT LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
84%top
- HILB GROUP OF NEW ENGLAND84%
- NEESENROLL15%
- FITTS INSURANCE AGENCY, INC.1%
- ACCESS ENROLL0%
- MAUREEN E SNOW0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SMOC 403(B) SAVINGS PLAN
403b
Assets$21.9M
Participants743
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SMOC HEALTH & WELFARE PLANS
Fully Insured - ALLWAYS HEALTH PARTNERS
Premiums$5.9M
Covered lives677
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMOC 403(B) SAVINGS PLAN | 403b | $21.9M | 743 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMOC HEALTH & WELFARE PLANS | Fully Insured | ALLWAYS HEALTH PARTNERS | $5.9M | 677 | 2025 |
Retirement plans
Welfare plans