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  2. Cresa Partners Boston Inc
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cresa Partners Boston Inc

EIN 04-2887907-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
2
$52.9M assets
Health & Benefits
1
$155K premiums
Participants
276
280 CONGRESS STREET, FLOOR 10 - BOSTON, MA 02210617-758-6000
Plans on this EIN
3 filings
#002401(k)-$47.4M - 117 part#003Cash balance-$5.5M - 70 part#501Mixed-$155K - 213 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $52.9M assets / 187 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$47.4M
  • CASH BALANCE PENSION (#003)$5.5M
Total $52.9MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$47.4M
  • (Not disclosed)$5.5M
Total $52.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)117
  • CASH BALANCE PENSION (#003)70
Total 187Select a row to open it

Benefits portfolio analytics

1 plan / $155K premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$155K
  • Vision$155K
  • Life$155K
  • Long-term disability$155K
  • Other$155K
Total $155K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$47.4M
Participants117
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLAN

Cash balance

Assets$5.5M
Participants70
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CRESA PARTNERS BOSTON HEALTH & WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$155K
Covered lives213
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN401(k)$47.4M1172025
#003CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLANCash balance$5.5M702025
  • CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN$47.4M
    #002 · 401(k) · 2025117
  • CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLAN$5.5M
    #003 · Cash balance · 202570

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CRESA PARTNERS BOSTON HEALTH & WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$155K2132025
  • CRESA PARTNERS BOSTON HEALTH & WELFARE BENEFITS PLAN$155K
    #501 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025213
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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