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Filings through Oct 24, 2026.

WS Asset Management, Inc.

EIN 04-2745768-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$63.2M assets
Health & Benefits
1
$5.9M premiums
Participants
1,079
33 BOYLSTON STREET, SUITE 3000 - CHESTNUT HILL, MA 02467617-232-8900
Plans on this EIN
2 filings
#001401(k)-$63.2M - 484 part#501Mixed-$5.9M - 595 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $5.9M premiums / 595 covered lives

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
Total $5.9M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

WS ASSET MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN

401(k)

Assets$63.2M
Participants484
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WS ASSET MANAGEMENT, INC WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC

Premiums$5.9M
Covered lives595
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WS ASSET MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN401(k)$63.2M4842025
  • WS ASSET MANAGEMENT, INC. 401(K) AND PROFIT SHARING PLAN$63.2M
    #001 · 401(k) · 2025484

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WS ASSET MANAGEMENT, INC WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC$5.9M5952025
  • WS ASSET MANAGEMENT, INC WELFARE BENEFIT PLAN$5.9M
    #501 · Mixed · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC · 2025595
Retirement plans
Health & Benefits plans

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