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Sponsor portfolio

AAFCPAS, INC.

EIN 04-2571780-accounting-Latest filing 2025
Plans
2
Retirement
1
$68.6M assets
Welfare
1
$2.5M premiums
Participants
734
50 WASHINGTON STREET - WESTBOROUGH, MA 01581774-512-9041aafcpa.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filings
#001401k-$68.6M - 424 part#501Mixed-$2.5M - 348 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Life$110K
  • Short-term disability$110K
  • Long-term disability$110K
  • Other$110K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
  • EYEMED VISION CARE1%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
  • EASTERN BENEFITS GROUP0%
Total $74K2 slices

Plan deep-dives

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

AAFCPAS, INC 401(K) SAVINGS PLAN

401k

Assets$68.6M
Participants424
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AAFCPAS, INC. HEALTH & WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.5M
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AAFCPAS, INC 401(K) SAVINGS PLAN401k$68.6M4242025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AAFCPAS, INC. HEALTH & WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.5M3482025
Retirement plans
Welfare plans
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