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Sponsor portfolio

FIRST REALTY MANAGEMENT CORP.

EIN 04-2472333-real estate-Latest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$1.6M premiums
Participants
501
151 TREMONT STREET - BOSTON, MA 02111617-423-7000firstrealtymgt.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#002401k-$26.3M - 263 part#621Mixed-$1.6M - 238 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 238 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$117K
  • Life$47K
  • Short-term disability$35K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HARVARD PILGRIM HEALTH CARE87%
  • DELTA DENTAL OF CALIFORNIA7%
  • NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK5%
Total $1.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • BAYSTATE BENEFIT SERVICES92%
  • ARCHON LLC8%
Total $48K2 slices

Plan deep-dives

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

FIRST REALTY MANAGEMENT CORP. 401(K) PLAN

401k

Assets$26.3M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#621

FIRST REALTY MANAGEMENT CORP

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$1.6M
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FIRST REALTY MANAGEMENT CORP. 401(K) PLAN401k$26.3M2632025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
621FIRST REALTY MANAGEMENT CORPMixedHARVARD PILGRIM HEALTH CARE$1.6M2382025
Retirement plans
Welfare plans
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