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Sponsor portfolio

FIDELITY HOUSE, INC.

EIN 04-2499679-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$4.2M assets
Welfare
1
$1.2M premiums
Participants
1,050
439 SOUTH UNION STREET, SUITE 40 - LAWRENCE, MA 01843978-685-9471
Plans on this EIN
3 filings
#001401k-$3.9M - 633 part#002401k-$247K - 5 part#501Mixed-$1.2M - 411 lives

Retirement portfolio analytics

2 plans aggregated / $4.2M assets / 638 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • HOUSE, INC. 401(K) (#001)94%
  • HOUSE, INC. 403(B) (#002)6%
Total $4.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOUSE, INC. 401(K) (#001)633
  • HOUSE, INC. 403(B) (#002)5
Total 638Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 411 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$972K
  • Dental$129K
  • Life$48K
  • Other$48K
  • Long-term disability$40K
  • Vision$20K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • PROSELECT INSURANCE COMPANY DBA COVERYS80%
  • METROPOLITAN LIFE INSURANCE COMPANY11%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • EYEMED VISION CARE2%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • HILB GROUP OF NEW ENGLAND60%
  • GIS BENEFITS INC29%
  • NEESENROLL6%
  • LORI ANN MARTINEZ2%
  • ENROLLMENT SOLUTIONS LTD2%
  • +3 more
Total $26K8 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

FIDELITY HOUSE, INC. 401(K) PLAN

401k

Assets$3.9M
Participants633
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FIDELITY HOUSE, INC. 403(B) PLAN

401k

Assets$247K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIDELITY HOUSE, INC. FLEXIBLE BENEFITS PLAN

Mixed - COVERYS

Premiums$1.2M
Covered lives411
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001FIDELITY HOUSE, INC. 401(K) PLAN401k$3.9M6332025
002FIDELITY HOUSE, INC. 403(B) PLAN401k$247K52025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIDELITY HOUSE, INC. FLEXIBLE BENEFITS PLANMixedCOVERYS$1.2M4112025
Retirement plans
Welfare plans
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