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Sponsor portfolio

WESTON ASSOCIATES MANAGEMENT CO.

EIN 04-2577565-real estate-Latest filing 2025
Plans
2
Retirement
1
$7.0M assets
Welfare
1
$1.4M premiums
Participants
194
170 NEWBURY STREET - BOSTON, MA 02116857-930-7644LinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$7.0M - 108 part#501Fully Insured-$1.4M - 114 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 114 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$1.1M
  • Life$68K
  • Short-term disability$68K
  • Long-term disability$68K
  • +2 more
Total $1.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • USABLE LIFE5%
  • STARMOUNT LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN1%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • USI INSURANCE SERVICES LLC73%
  • INDIGO INSURANCE SERVICES22%
  • SCOTT BINGHAM5%
Total $58K3 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

WESTON ASSOCIATES MANAGEMENT CO. INC. 401(K) PROFIT SHARING PLAN

401k

Assets$7.0M
Participants108
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WEAREA

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

Premiums$1.4M
Covered lives114
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WESTON ASSOCIATES MANAGEMENT CO. INC. 401(K) PROFIT SHARING PLAN401k$7.0M1082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WEAREAFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.4M1142024
Retirement plans
Welfare plans
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