Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
MASSACHUSETTS FINANCIAL SEVICES COMPANY
EIN 04-2747644financial servicesLatest filing 2024
Plans
3
Retirement
2
$1.51B assets
Welfare
1
$4.0M premiums
Participants
7,350
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.51B assets / 5,627 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 2,208 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.2M
- Life$1.0M
- Long-term disability$565K
- Vision$152K
- Health$92K
- Dental$81K
Carrier market share
Premium dollars by Schedule A carrier
54%top
- SUN LIFE ASSURANCE COMPANY OF CANADA54%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY39%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MASSACHUSETTS FINANCIAL SERVICES COMPANY DEFINED CONTRIBUTION PLAN
MoneyPurchase
Assets$935.6M
Participants3,237
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#015
MFSAVING RETIREMENT PLAN
401k
Assets$574.7M
Participants2,390
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MASSACHUSETTS FINANCIAL SERVICES COMPANY WELFARE BENEFIT PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$4.0M
Covered lives2,208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MASSACHUSETTS FINANCIAL SERVICES COMPANY DEFINED CONTRIBUTION PLAN | MoneyPurchase | $935.6M | 3,237 | 2024 | |
| 015 | MFSAVING RETIREMENT PLAN | 401k | $574.7M | 2,390 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MASSACHUSETTS FINANCIAL SERVICES COMPANY WELFARE BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $4.0M | 2,208 | 2024 |
Retirement plans
Welfare plans