PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MYSTIC VALLEY ELDER SERVICES, INC.
Sponsor portfolio

MYSTIC VALLEY ELDER SERVICES, INC.

EIN 04-2562646-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$3.1M premiums
Participants
699
300 COMMERCIAL STREET #19 - MALDEN, MA 02148781-324-7705mves.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$19.8M - 440 part#501Mixed-$3.1M - 268 lives

Benefits portfolio analytics

1 plan / $3.1M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Life$189K
  • Short-term disability$189K
  • Long-term disability$189K
  • Other$189K
  • Vision$17K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HARVARD PILGRIM HEALTH CARE93%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • VISION SERVICE PLAN1%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $51K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MYSTIC VALLEY ELDER SERVICES, INC. 403B PLAN

403b

Assets$19.8M
Participants440
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MYSTIC VALLEY ELDER SERVICES EMPLOYEE BENEFITS PLAN

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$3.1M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MYSTIC VALLEY ELDER SERVICES, INC. 403B PLAN403b$19.8M4402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MYSTIC VALLEY ELDER SERVICES EMPLOYEE BENEFITS PLANMixedHARVARD PILGRIM HEALTH CARE$3.1M2682025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica