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Sponsor portfolioTH

BROOKHAVEN AT LEXINGTON

EIN 04-2853296-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$21.0M assets
Welfare
1
$2.4M premiums
Participants
333
1010 WALTHAM STREET - LEXINGTON, MA 024218044781-863-9660brookhavenatlexington.orgLinkedIn51-200 employeeshospital & health care
Plans on this EIN
2 filings
#001403b-$21.0M - 189 part#502Fully Insured-$2.4M - 169 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$105K
  • Life$74K
  • Long-term disability$74K
  • Other$74K
Total $2.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • HARVARD PILGRIM HEALTH CARE93%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • HARTFORD LIFE AND ACCIDENT3%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $65K1 slice

Plan deep-dives

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

BROOKHAVEN AT LEXINGTON 403(B) PLAN

403b

Assets$21.0M
Participants189
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

SYMMES LIFE CARE, INC. D/B/A BROOKHAVEN AT LEXINGTON WELFARE BENEFIT PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.4M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BROOKHAVEN AT LEXINGTON 403(B) PLAN403b$21.0M1892025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502SYMMES LIFE CARE, INC. D/B/A BROOKHAVEN AT LEXINGTON WELFARE BENEFIT PLANFully InsuredHARVARD PILGRIM HEALTH CARE$2.4M1692025
Retirement plans
Welfare plans
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