PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. SYMMES MAINI & MCKEE ASSOCIATES INC.
Sponsor portfolio

SYMMES MAINI & MCKEE ASSOCIATES INC.

EIN 04-2745179-Latest filing 2025
Plans
3
Retirement
2
$80.3M assets
Welfare
1
$2.4M premiums
Participants
699
1000 MASSACHUSETTS AVE. - CAMBRIDGE, MA 021385316617-547-5400
Plans on this EIN
3 filings
#004401k-$63.2M - 286 part#003ESOP-$17.1M - 206 part#509Mixed-$2.4M - 284 lives

Retirement portfolio analytics

2 plans aggregated / $80.3M assets / 492 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • INC. 401K PLAN (#004)79%
  • EMPLOYEE STOCK OWNERSHIP (#003)21%
Total $80.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#004)286
  • EMPLOYEE STOCK OWNERSHIP (#003)206
Total 492Click row to drill in

Benefits portfolio analytics

1 plan / $2.4M premiums / 284 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Long-term disability$44K
  • Life$38K
  • Vision$22K
Total $2.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.83%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA13%
  • STANDARD INSURANCE COMPANY3%
  • VISION SERVICE PLAN1%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $67K1 slice

Plan deep-dives

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

SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN

401k

Assets$63.2M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$17.1M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

SYMMES MAINI & MCKEE WELFARE BENEFIT PLAN

Mixed - TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.

Premiums$2.4M
Covered lives284
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004SYMMES, MAINI & MCKEE ASSOCIATES, INC. 401K PLAN401k$63.2M2862024
003SYMMES MAINI & MCKEE ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$17.1M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509SYMMES MAINI & MCKEE WELFARE BENEFIT PLANMixedTUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.$2.4M2842025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica