Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$74K
- Long-term disability$74K
- Other$74K
Sponsor portfolio
BRISTOL AGING & WELLNESS, INC.
EIN 04-2545767Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$6.8M assets
Welfare
1
$74K premiums
Participants
363
1 FATHER DEVALLES BLVD, UNIT 8 - FALL RIVER, MA 02723508-675-2101
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $74K premiums / 170 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- STANDARD INSURANCE COMPANY100%
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
BRISTOL AGING & WELLNESS, INC. RETIREMENT PLAN
ProfitSharing
Assets$6.8M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
BRISTOL AGING & WELLNESS, INC. LIFE AND DISABILITY PLAN
Fully Insured - STANDARD INSURANCE COMPANY
Premiums$74K
Covered lives170
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BRISTOL AGING & WELLNESS, INC. RETIREMENT PLAN | ProfitSharing | $6.8M | 193 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | BRISTOL AGING & WELLNESS, INC. LIFE AND DISABILITY PLAN | Fully Insured | STANDARD INSURANCE COMPANY | $74K | 170 | 2025 |
Retirement plans
Welfare plans