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Sponsor portfolio

EASTERN RESEARCH GROUP, INC.

EIN 04-2807100-Latest filing 2025
Plans
2
Retirement
1
$217.6M assets
Welfare
1
$9.5M premiums
Participants
1,655
561 VIRGINIA ROAD, SUITE 300, BUILDING 4 - CONCORD, MA 01742781-674-7222
Plans on this EIN
2 filings
#001401k-$217.6M - 991 part#502Fully Insured-$9.5M - 1,000 lives

Benefits portfolio analytics

1 plan / $9.5M premiums / 1,000 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.5M
  • Prescription drug$8.5M
  • Other$506K
  • Life$470K
  • Short-term disability$470K
  • Long-term disability$470K
  • +2 more
Total $9.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY5%
  • AETNA LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
  • KGA0%
Total $9.5M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • GALLAGHER BENEFIT SERVICES, INC.98%
  • EASTERN INSURANCE GROUP LLC2%
Total $213K2 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

EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN

401k

Assets$217.6M
Participants991
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

EASTERN RESEARCH GROUP

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

Premiums$9.5M
Covered lives1,000
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EASTERN RESEARCH GROUP, INC. CASH OR DEFERRED PROFIT SHARING PLAN401k$217.6M9912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502EASTERN RESEARCH GROUPFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$9.5M1,0002025
Retirement plans
Welfare plans
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