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Sponsor portfolioTH

SOUTH SHORE MENTAL HEALTH CENTER, INC.

EIN 04-2677185-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$29.0M assets
Welfare
1
$170K premiums
Participants
1,178
1501 WASHINGTON STREET, LOWER LEVEL - BRAINTREE, MA 021847599617-847-1950steponeei.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001403b-$29.0M - 831 part#504Mixed-$170K - 347 lives

Benefits portfolio analytics

1 plan / $170K premiums / 347 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$157K
  • Life$90K
  • Long-term disability$90K
  • Short-term disability$67K
  • Vision$13K
Total $170K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY53%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA39%
  • EYEMED VISION CARE8%
Total $170K3 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • BALDWIN KRYSTYN SHERMAN PARTNERS41%
  • MARSH & MCLENNAN AGENCY LLC31%
  • THOMAS SCANLON11%
  • ENROLLMENT SOLUTIONS LTD5%
  • MICHAEL R ACKERMAN5%
  • +3 more
Total $17K8 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

SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN

403b

Assets$29.0M
Participants831
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

SOUTH SHORE MENTAL HEALTH, INC. DBA ASPIRE HEALTH ALLIANCE EMPLOYEE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$170K
Covered lives347
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOUTH SHORE MENTAL HEALTH CENTER, INC. TAX SHELTERED ANN. PLAN403b$29.0M8312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504SOUTH SHORE MENTAL HEALTH, INC. DBA ASPIRE HEALTH ALLIANCE EMPLOYEE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$170K3472025
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