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Sponsor portfolioTH

MASSACHUSETTS FINANCIAL SERVICES COMPANY

EIN 04-2747644-financial services-Latest filing 2025
Plans
3
Retirement
2
$1.51B assets
Welfare
1
$7.1M premiums
Participants
7,313
111 HUNTINGTON AVE - BOSTON, MA 02199617-954-5000LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#002MoneyPurchase-$935.6M - 3,237 part#015401k-$574.7M - 2,390 part#501Fully Insured-$7.1M - 2,162 lives

Retirement portfolio analytics

2 plans aggregated / $1.51B assets / 5,627 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • DEFINED CONTRIBUTION PLAN (#002)62%
  • MFSAVING RETIREMENT PLAN (#015)38%
Total $1.51BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
Total $1.51BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • DEFINED CONTRIBUTION PLAN (#002)3,237
  • MFSAVING RETIREMENT PLAN (#015)2,390
Total 5,627Click row to drill in

Benefits portfolio analytics

1 plan / $7.1M premiums / 2,162 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$5.2M
  • Life$1.0M
  • Long-term disability$554K
  • Vision$150K
  • Health$146K
  • Dental$135K
Total $7.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA74%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Total $7.1M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $348K1 slice

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$7.1M
Covered lives2,162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MASSACHUSETTS FINANCIAL SERVICES COMPANY DEFINED CONTRIBUTION PLANMoneyPurchase$935.6M3,2372024
015MFSAVING RETIREMENT PLAN401k$574.7M2,3902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASSACHUSETTS FINANCIAL SERVICES COMPANY WELFARE BENEFIT PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$7.1M2,1622025
Retirement plans
Welfare plans
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