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Sponsor portfolio

ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC.

EIN 04-2523904-individual & family services-Latest filing 2025
Plans
6
Retirement
1
$6.3M assets
Welfare
5
$1.6M premiums
Participants
329
68 RT 134 - SOUTH DENNIS, MA 02660508-394-4630escci.orgLinkedIn51-200 employeesindividual & family services
Plans on this EIN
6 filings
#002403b-$6.3M - 177 part#501Fully Insured-$1.5M - 168 lives#506Fully Insured-$79K - 158 lives#503Fully Insured-$19K - 143 lives#502Fully Insured-$1K - 143 lives#504Fully Insured-$604 - 142 lives

Benefits portfolio analytics

5 plans / $1.6M premiums / 754 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Prescription drug$1.4M
  • Other$119K
  • Life$116K
  • Short-term disability$116K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • HARTFORD LIFE AND ACCIDENT8%
  • HUMANA INSURANCE COMPANY1%
  • ALLONE HEALTH0%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • NFP INSURANCE SERVICES INC37%
  • JOHN FOLEY16%
  • BALDWIN KRYSTYN SHERMAN PARTNERS16%
  • THE BALDWIN GROUP WEST LLC16%
  • INDIGO INSURANCE SERVICES11%
  • +2 more
Total $73K7 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

ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. 403(B) PLAN

403b

Assets$6.3M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ELDER SERVICES OF CAPE COD HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.5M
Covered lives168
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. DENTAL PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$79K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. LTD PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$19K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. AD&D PLAN

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$1K
Covered lives143
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. EAP PLAN

Fully Insured - ALLONE HEALTH SOUTH, LLC

Premiums$604
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. 403(B) PLAN403b$6.3M1772024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ELDER SERVICES OF CAPE COD HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.5M1682025
506ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. DENTAL PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$79K1582024
503ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. LTD PLANFully InsuredHARTFORD LIFE AND ACCIDENT$19K1432024
502ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. AD&D PLANFully InsuredHARTFORD LIFE AND ACCIDENT$1K1432024
504ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. EAP PLANFully InsuredALLONE HEALTH SOUTH, LLC$6041422024
Retirement plans
Welfare plans
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