PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HOPEWELL INC.
Sponsor portfolio

HOPEWELL INC.

EIN 04-2438910-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$1.7M premiums
Participants
375
3 ALLIED DRIVE, SUITE 308 - DEDHAM, MA 02026617-629-2710hopewellinc.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$9.7M - 198 part#501Mixed-$1.7M - 177 lives

Benefits portfolio analytics

1 plan / $1.7M premiums / 177 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$84K
  • Long-term disability$27K
  • Life$18K
  • Vision$11K
Total $1.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $1.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • INNOVO BENEFITS GROUP96%
  • INDIGO INSURANCE SERVICES4%
Total $61K2 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

HOPEWELL INC. 401(K) RETIREMENT PLAN

401k

Assets$9.7M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HOPEWELL INC. WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.7M
Covered lives177
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOPEWELL INC. 401(K) RETIREMENT PLAN401k$9.7M1982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HOPEWELL INC. WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.7M1772025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica