Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Dental$6.0M
- Vision$6.0M
- Prescription drug$6.0M
- Other$332K
- Life$310K
- +2 more
Sponsor portfolio
AGESPAN, INC.
EIN 04-2545136non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$33.5M assets
Welfare
1
$6.3M premiums
Participants
1,117
280 MERRIMACK STREET, SUITE 400 - LAWRENCE, MA 01843978-683-7747agespan.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.3M premiums / 864 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- SYMETRA LIFE INSURANCE COMPANY0%
- ESI EMPLOYEE ASSISTANCE GROUP0%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
- INDIGO INSURANCE SERVICES0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AGESPAN, INC. TAX SHELTERED ANNUITY
403b
Assets$33.5M
Participants596
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AGESPAN, INC. WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$6.3M
Covered lives864
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AGESPAN, INC. TAX SHELTERED ANNUITY | 403b | $33.5M | 596 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AGESPAN, INC. WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $6.3M | 864 | 2025 |
Retirement plans
Welfare plans