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  1. Companies/
  2. Springwell, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Springwell, Inc.

EIN 04-2616064-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$15.1M assets
Health & Benefits
1
$2.2M premiums
Participants
512
307 WAVERLY OAKS ROAD, SUITE 205 - WALTHAM, MA 02452617-926-4100springwell.comLinkedIn201-500 employeesindividual & family services
Plans on this EIN
3 filings
#004401(k)-$14.7M - 380 part#005403(b)-$415K - 2 part#501Fully insured-$2.2M - 301 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $15.1M assets / 382 participants

Assets by plan

Share of aggregate retirement assets

  • SPRINGWELL RETIREMENT PLAN (#004)$14.7M
  • SPRINGWELL INC. 403(B) (#005)$415K
Total $15.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • SPRINGWELL RETIREMENT PLAN (#004)380
  • SPRINGWELL INC. 403(B) (#005)2
Total 382Select a row to open it

Benefits portfolio analytics

1 plan / $2.2M premiums / 301 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$172K
  • Life$132K
  • Short-term disability$132K
  • Long-term disability$132K
  • Other$132K
  • +1 more
Total $2.2M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

SPRINGWELL RETIREMENT PLAN

401(k)

Assets$14.7M
Participants380
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

SPRINGWELL INC. 403(B) PLAN

403(b)

Assets$415K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

SPRINGWELL INC WELFARE BENEFIT PLAN

Fully insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.2M
Covered lives301
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004SPRINGWELL RETIREMENT PLAN401(k)$14.7M3802025
#005SPRINGWELL INC. 403(B) PLAN403(b)$415K22025
  • SPRINGWELL RETIREMENT PLAN$14.7M
    #004 · 401(k) · 2025380
  • SPRINGWELL INC. 403(B) PLAN$415K
    #005 · 403(b) · 20252

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501SPRINGWELL INC WELFARE BENEFIT PLANFully insuredHARVARD PILGRIM HEALTH CARE$2.2M3012025
  • SPRINGWELL INC WELFARE BENEFIT PLAN$2.2M
    #501 · Fully insured · HARVARD PILGRIM HEALTH CARE · 2025301
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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