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Sponsor portfolio

CHESTNUT HILL REALTY

EIN 04-2737440-real estate-Latest filing 2025
Plans
2
Retirement
1
$43.3M assets
Welfare
1
$3.8M premiums
Participants
709
300 INDEPENDENCE DR. - CHESTNUT HILL, MA 024673668617-323-8800chr-apartments.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$43.3M - 490 part#501Mixed-$3.8M - 379 lives

Benefits portfolio analytics

1 plan / $3.8M premiums / 379 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.4M
  • Dental$223K
  • Other$127K
  • Life$83K
  • Long-term disability$47K
  • Vision$22K
Total $3.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY3%
  • HEADSPACE1%
  • EYEMED VISION CARE1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $3.8M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $84K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CHESTNUT HILL REALTY CORP. 401K PLAN

401k

Assets$43.3M
Participants490
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHESTNUT HILL REALTY WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Premiums$3.8M
Covered lives379
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHESTNUT HILL REALTY CORP. 401K PLAN401k$43.3M4902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHESTNUT HILL REALTY WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS$3.8M3792025
Retirement plans
Welfare plans
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