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Sponsor portfolio

FACING HISTORY & OURSELVES, INC.

EIN 04-2761636-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$37.5M assets
Welfare
1
$3.9M premiums
Participants
509
89 SOUTH STREET, SUITE 401 - BOSTON, MA 02111617-735-1602facinghistory.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001403b-$37.5M - 325 part#505Fully Insured-$3.9M - 816 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 816 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$3.7M
  • Prescription drug$3.7M
  • Life$154K
  • Other$154K
  • Short-term disability$126K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • VISION SERVICE PLAN0%
Total $3.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • ANDREA R. HENCHEY0%
  • PIO ANDRES ORTIZ0%
  • ENROLLMENT SOLUTIONS LTD0%
  • MATY-JOYCE LICATA AND OTHER AGENTS0%
  • +2 more
Total $6.7M7 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

FACING HISTORY AND OURSELVES, INC. 403(B) PLAN

403b

Assets$37.5M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

FACING HISTORY AND OURSELVES NATIONAL FOUNDATION INC. EMPLOYEE BENEFITS PLAN

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

Premiums$3.9M
Covered lives816
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FACING HISTORY AND OURSELVES, INC. 403(B) PLAN403b$37.5M3252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505FACING HISTORY AND OURSELVES NATIONAL FOUNDATION INC. EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.9M8162025
Retirement plans
Welfare plans
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