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GOULSTON & STORRS PC

EIN 04-2738098-law practice-Latest filing 2025
Plans
4
Retirement
3
$479.6M assets
Welfare
1
$11.8M premiums
Participants
1,122
ONE POST OFFICE SQUARE - BOSTON, MA 02109617-574-3592goulstonstorrs.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$397.6M - 459 part#007CashBalance-$59.9M - 120 part#006401k-$22.1M - 158 part#502Mixed-$11.8M - 919 lives

Retirement portfolio analytics

3 plans aggregated / $479.6M assets / 737 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PLAN AND TRUST (#002)83%
  • PLAN FOR DIRECTORS (#007)12%
  • PLAN AND TRUST (#006)5%
Total $479.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)459
  • PLAN AND TRUST (#006)158
  • PLAN FOR DIRECTORS (#007)120
Total 737Click row to drill in

Benefits portfolio analytics

1 plan / $11.8M premiums / 919 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$9.2M
  • Dental$9.2M
  • Prescription drug$9.2M
  • Other$2.6M
  • Life$1.9M
  • Long-term disability$1.3M
  • +1 more
Total $11.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • TRANSAMERICA LIFE INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • EYEMED VISION CARE0%
Total $11.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • GALLAGHER BENEFIT SERVICES, INC.48%
  • PARTNERS FINANCIAL INS. AGENCY, INC22%
  • KESTRA INVESTMENT SERVICES LLC8%
  • JOE PULITANO AGENCY, INC.6%
  • MAZONSON, LLC5%
  • +3 more
Total $344K8 slices

Plan deep-dives

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

GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$397.6M
Participants459
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#007

GOULSTON & STORRS CASH BALANCE PLAN FOR DIRECTORS

CashBalance

Assets$59.9M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006

GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$22.1M
Participants158
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

GOULSTON & STORRS PC EMPLOYEE WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$11.8M
Covered lives919
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002GOULSTON & STORRS 401(K) PROFIT SHARING PLAN AND TRUST401k$397.6M4592025
007GOULSTON & STORRS CASH BALANCE PLAN FOR DIRECTORSCashBalance$59.9M1202025
006GOULSTON & STORRS ASSOCIATES' 401(K) PROFIT SHARING PLAN AND TRUST401k$22.1M1582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502GOULSTON & STORRS PC EMPLOYEE WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$11.8M9192024
Retirement plans
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