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Sponsor portfolio

MEDFORD WELLINGTON SERVICE CO., INC

EIN 04-2478203-facilities services-Latest filing 2025
Plans
2
Retirement
1
$15.7M assets
Welfare
1
$1.3M premiums
Participants
314
9 EXECUTIVE PARK DRIVE, SUITE 100 - BILLERICA, MA 01822781-396-3055medfordwellington.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
2 filings
#001401k-$15.7M - 172 part#502Fully Insured-$1.3M - 271 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 271 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$221K
  • Vision$221K
  • Life$221K
  • Short-term disability$221K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.78%
  • PRINCIPAL LIFE INSURANCE COMPANY17%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
Total $1.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MEDFORD WELLINGTON, INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$15.7M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MEDFORD WELLINGTON SERVICE CO. HEALTH & WELFARE PLANS

Fully Insured - TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.

Premiums$1.3M
Covered lives271
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MEDFORD WELLINGTON, INC. 401(K) AND PROFIT SHARING PLAN401k$15.7M1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MEDFORD WELLINGTON SERVICE CO. HEALTH & WELFARE PLANSFully InsuredTUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.$1.3M2712025
Retirement plans
Welfare plans
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