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  2. BRIGHTSPHERE INC.
Sponsor portfolioTH

BRIGHTSPHERE INC.

EIN 04-2714625-Management of Companies and Enterprises-Latest filing 2024
Plans
2
Retirement
1
$284.3M assets
Welfare
1
$7.3M premiums
Participants
1,204
200 STATE STREET, 13 FLOOR - BOSTON, MA 02109617-369-7300
Plans on this EIN
2 filings
#002401k-$284.3M - 881 part#501Fully Insured-$7.3M - 940 lives

Benefits portfolio analytics

1 plan / $7.3M premiums / 940 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.3M
  • Dental$7.3M
  • Prescription drug$7.3M
  • Other$60K
  • Life$58K
  • Long-term disability$45K
  • +2 more
Total $7.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • BLUE CROSS OF CALIFORNIA99%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $7.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • IMA, INC.100%
Total $131K1 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

BRIGHTSPHERE INC. PROFIT SHARING & 401(K) PLAN

401k

Assets$284.3M
Participants881
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRIGHTSPHERE & PARTICIPATING & AFFILIATED FIRMS HEALTH AND WELFARE BENEFIT PLAN

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

Premiums$7.3M
Covered lives940
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BRIGHTSPHERE INC. PROFIT SHARING & 401(K) PLAN401k$284.3M8812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRIGHTSPHERE & PARTICIPATING & AFFILIATED FIRMS HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$7.3M9402024
Retirement plans
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