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  2. MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC
Sponsor portfolioTH

MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO PC

EIN 04-2718459-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$686.7M assets
Welfare
1
$24.1M premiums
Participants
3,228
ONE FINANCIAL CENTER - BOSTON, MA 021112621617-542-6000
Plans on this EIN
3 filings
#004401k-$665.1M - 1,898 part#005CashBalance-$21.6M - 111 part#526Mixed-$24.1M - 1,738 lives

Retirement portfolio analytics

2 plans aggregated / $686.7M assets / 2,009 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • AND RETIREMENT PLAN (#004)97%
  • CASH BALANCE PLAN (#005)3%
Total $686.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#004)1,898
  • CASH BALANCE PLAN (#005)111
Total 2,009Click row to drill in

Benefits portfolio analytics

1 plan / $24.1M premiums / 1,738 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$21.3M
  • Prescription drug$21.3M
  • Other$1.1M
  • Dental$861K
  • Life$852K
  • Long-term disability$745K
  • +1 more
Total $24.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • KAISER FOUNDATION HEALTH PLAN INC4%
  • DELTA DENTAL OF CALIFORNIA4%
  • EYEMED VISION CARE0%
  • +1 more
Total $24.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • AGIS NETWORK INSURANCE SERVICE5%
Total $372K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO SAVINGS AND RETIREMENT PLAN

401k

Assets$665.1M
Participants1,898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P. C CASH BALANCE PLAN

CashBalance

Assets$21.6M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#526

MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P.C. FLEXIBLE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$24.1M
Covered lives1,738
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004MINTZ LEVIN COHN FERRIS GLOVSKY AND POPEO SAVINGS AND RETIREMENT PLAN401k$665.1M1,8982025
005MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P. C CASH BALANCE PLANCashBalance$21.6M1112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
526MINTZ, LEVIN, COHN, FERRIS, GLOVSKY AND POPEO, P.C. FLEXIBLE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$24.1M1,7382025
Retirement plans
Welfare plans
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