Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WALNUT STREET CENTER, INC.
EIN 04-2513725individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$4.3M assets
Welfare
1
$1.3M premiums
Participants
539
291 MYSTIC AVE - MEDFORD, MA 02155617-776-1448wscinc.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $4.3M assets / 383 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 156 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Dental$126K
- Vision$126K
- Life$126K
- Short-term disability$126K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- HARVARD PILGRIM HEALTH CARE91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES 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
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WALNUT STREET CENTER, INC.
OtherDC
Assets$3.6M
Participants310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
403(B) THRIFT PLAN FOR EMPLOYEES OF WALNUT STREET CENTER, INC.
401k
Assets$758K
Participants73
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WALNUT STREET CENTER, INC. FLEXIBLE BENEFITS PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$1.3M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF WALNUT STREET CENTER, INC. | OtherDC | $3.6M | 310 | 2025 | |
| 002 | 403(B) THRIFT PLAN FOR EMPLOYEES OF WALNUT STREET CENTER, INC. | 401k | $758K | 73 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WALNUT STREET CENTER, INC. FLEXIBLE BENEFITS PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $1.3M | 156 | 2024 |
Retirement plans
Welfare plans