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  2. ENERGY NORTH, INC.
Sponsor portfolio

ENERGY NORTH, INC.

EIN 04-2748522-Retail Trade-Latest filing 2025
Plans
2
Retirement
1
$23.7M assets
Welfare
1
$6.9M premiums
Participants
1,743
2 INTERNATIONAL WAY - LAWRENCE, MA 01843978-640-1100LinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$23.7M - 1,011 part#501Fully Insured-$6.9M - 732 lives

Benefits portfolio analytics

1 plan / $6.9M premiums / 732 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.0M
  • Dental$6.0M
  • Short-term disability$850K
  • Other$529K
  • Vision$512K
  • Life$512K
  • +1 more
Total $6.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $6.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ENTRUST AGENCIES INC99%
  • BROWN & BROWN INSURANCE SERVICES1%
Total $405K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

ENERGY NORTH RETIREMENT PLAN

401k

Assets$23.7M
Participants1,011
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ENERGY NORTH HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$6.9M
Covered lives732
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ENERGY NORTH RETIREMENT PLAN401k$23.7M1,0112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ENERGY NORTH HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$6.9M7322025
Retirement plans
Welfare plans
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