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Sponsor portfolio

CRESA PARTNERS BOSTON INC.

EIN 04-2887907-Latest filing 2025
Plans
3
Retirement
2
$44.7M assets
Welfare
1
$155K premiums
Participants
274
280 CONGRESS STREET, FLOOR 10 - BOSTON, MA 02210617-758-6000
Plans on this EIN
3 filings
#002401k-$39.9M - 125 part#003CashBalance-$4.8M - 60 part#501Mixed-$155K - 213 lives

Retirement portfolio analytics

2 plans aggregated / $44.7M assets / 185 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • PROFIT SHARING PLAN (#002)89%
  • CASH BALANCE PENSION (#003)11%
Total $44.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
89%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY89%
  • (Not disclosed)11%
Total $44.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)125
  • CASH BALANCE PENSION (#003)60
Total 185Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $155K1 slice

Broker market share

Schedule A broker compensation

Split broker
44%top
  • DIGITAL INSURANCE LLC44%
  • CENTRO BENEFITS RESEARCH LLC31%
  • MCWALTER VOLUNTEER BENEFITS25%
Total $17K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

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

401k

Assets$39.9M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLAN

CashBalance

Assets$4.8M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CRESA PARTNERS BOSTON HEALTH & WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$155K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CRESA PARTNERS BOSTON INC. 401(K) PROFIT SHARING PLAN401k$39.9M1252024
003CRESA PARTNERS BOSTON INC. CASH BALANCE PENSION PLANCashBalance$4.8M602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CRESA PARTNERS BOSTON HEALTH & WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$155K2132025
Retirement plans
Welfare plans
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