Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPRINGWELL, INC.
EIN 04-2616064individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$15.1M assets
Welfare
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 filingsRetirement portfolio analytics
2 plans aggregated / $15.1M assets / 382 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 301 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
86%top
- HARVARD PILGRIM HEALTH CARE86%
- BLUE CROSS OF CALIFORNIA8%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
79%top
- GALLAGHER BENEFIT SERVICES, INC.79%
- COMPREHENSIVE BENEFIT ADMINISTRATOR14%
- GCG FINANCIAL LLC4%
- HP PLANNING LLC2%
- EASTERN BENEFITS GROUP1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
SPRINGWELL RETIREMENT PLAN
401k
Assets$14.7M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#005
SPRINGWELL INC. 403(B) PLAN
403b
Assets$415K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#501
SPRINGWELL INC WELFARE BENEFIT PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$2.2M
Covered lives301
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | SPRINGWELL RETIREMENT PLAN | 401k | $14.7M | 380 | 2025 | |
| 005 | SPRINGWELL INC. 403(B) PLAN | 403b | $415K | 2 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SPRINGWELL INC WELFARE BENEFIT PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $2.2M | 301 | 2025 |
Retirement plans
Welfare plans