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Sponsor portfolioTH

WILLIAM JAMES COLLEGE

EIN 04-2620216-Educational Services-Latest filing 2025
Plans
3
Retirement
2
$8.3M assets
Welfare
1
$3.7M premiums
Participants
460
ONE WELLS AVENUE - NEWTON, MA 02459617-327-6777
Plans on this EIN
3 filings
#002ProfitSharing-$4.2M - 120 part#003ProfitSharing-$4.1M - 117 part#501Fully Insured-$3.7M - 393 lives

Retirement portfolio analytics

2 plans aggregated / $8.3M assets / 237 participants

Assets by plan

Share of aggregate retirement assets

50%top
  • RET PLAN A (#002)50%
  • RET PLAN B (#003)50%
Total $8.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RET PLAN A (#002)120
  • RET PLAN B (#003)117
Total 237Click row to drill in

Benefits portfolio analytics

1 plan / $3.7M premiums / 393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Dental$3.5M
  • Prescription drug$3.5M
  • Other$243K
  • Life$227K
  • Short-term disability$227K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $90K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WILLIAM JAMES COLLEGE SUPPLEMENTAL RET PLAN A

ProfitSharing

Assets$4.2M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

WILLIAM JAMES COLLEGE SUPPLEMENTAL RET PLAN B

ProfitSharing

Assets$4.1M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIAM JAMES LIFE & DISABILITY PLAN

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

Premiums$3.7M
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WILLIAM JAMES COLLEGE SUPPLEMENTAL RET PLAN AProfitSharing$4.2M1202025
003WILLIAM JAMES COLLEGE SUPPLEMENTAL RET PLAN BProfitSharing$4.1M1172025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAM JAMES LIFE & DISABILITY PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.7M3932025
Retirement plans
Welfare plans
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