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Sponsor portfolio

MAKING OPPORTUNITY COUNT, INC.

EIN 04-2401111-Latest filing 2025
Plans
2
Retirement
1
$12.6M assets
Welfare
1
$3.6M premiums
Participants
1,036
601 RIVER STREET - FITCHBURG, MA 01420978-345-7040
Plans on this EIN
2 filings
#002OtherDC-$12.6M - 722 part#504Mixed-$3.6M - 331 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Vision$3.3M
  • Prescription drug$3.3M
  • Other$292K
  • Life$273K
  • Short-term disability$273K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
Total $3.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $121K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

403(B) THRIFT PLAN FOR EMPLOYEES OF MAKING OPPORTUNITY COUNT, INC.

OtherDC

Assets$12.6M
Participants722
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MAKING OPPORTUNITY COUNT CONSOLIDATED WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.6M
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002403(B) THRIFT PLAN FOR EMPLOYEES OF MAKING OPPORTUNITY COUNT, INC.OtherDC$12.6M7222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MAKING OPPORTUNITY COUNT CONSOLIDATED WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.6M3312025
Retirement plans
Welfare plans
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