Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.2M
- Dental$5.2M
- Vision$5.2M
- Life$654K
- Other$654K
- Long-term disability$507K
Sponsor portfolio
WS ASSET MANAGEMENT, INC
EIN 04-2745768Latest filing 2025
Plans
2
Retirement
1
$54.4M assets
Welfare
1
$5.9M premiums
Participants
1,089
33 BOYLSTON STREET, SUITE 3000 - CHESTNUT HILL, MA 02467617-559-4400
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.9M premiums / 595 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- HARTFORD LIFE AND ACCIDENT9%
- UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
79%top
- BROWN & BROWN INSURANCE SERVICES79%
- INDIGO INSURANCE SERVICES17%
- MICHAEL GIANNATTASIO3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WS ASSET MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN
401k
Assets$54.4M
Participants494
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WS ASSET MANAGEMENT, INC WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC
Premiums$5.9M
Covered lives595
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WS ASSET MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN | 401k | $54.4M | 494 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WS ASSET MANAGEMENT, INC WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC | $5.9M | 595 | 2025 |
Retirement plans
Welfare plans