Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Other$80K
- Life$78K
- Short-term disability$78K
- Long-term disability$78K
- +1 more
Sponsor portfolio
SHEPLEY BULFINCH RICHARDSON AND ABBOTT
EIN 04-2504672Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$45.6M assets
Welfare
1
$1.3M premiums
Participants
534
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 346 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
- EYEMED VISION CARE1%
- ESI EMPLOYEE ASSISTANCE GROUP0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INCORPORATED PROFIT SHARING PLAN
401k
Assets$45.6M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC. WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.3M
Covered lives346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INCORPORATED PROFIT SHARING PLAN | 401k | $45.6M | 341 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | SHEPLEY BULFINCH RICHARDSON AND ABBOTT, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.3M | 346 | 2025 |
Retirement plans
Welfare plans