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  2. VANASSE HANGEN BRUSTLIN, INC.
Sponsor portfolio

VANASSE HANGEN BRUSTLIN, INC.

EIN 04-2931679-Latest filing 2025
Plans
3
Retirement
1
$464.0M assets
Welfare
2
$32.9M premiums
Participants
7,410
101 WALNUT ST - WATERTOWN, MA 02472617-924-1770
Plans on this EIN
3 filings
#001401k-$464.0M - 2,747 part#501Mixed-$32.9M - 1,966 lives#001Mewa-2,675 lives

Benefits portfolio analytics

2 plans / $32.9M premiums / 4,641 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$29.8M
  • Prescription drug$29.8M
  • Other$1.7M
  • Life$814K
  • Long-term disability$749K
  • Short-term disability$588K
  • +1 more
Total $32.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
  • ACE AMERICAN INSURANCE COMPANY0%
Total $32.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • BROWN AND BROWN OF FLORIDA, INC.95%
  • STRATEGIC NON-MEDICAL SOLUTION4%
  • UNIQUE BENEFITS GROUP INC0%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $859K4 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

VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

401k

Assets$464.0M
Participants2,747
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

VANASSE HANGEN BRUSTLIN, INC. GROUP BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MA, INC.

Premiums$32.9M
Covered lives1,966
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN

Mewa - MASSMUTUAL LIFE INSURANCE CO.

Premiums$0
Covered lives2,675
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLAN401k$464.0M2,7472024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501VANASSE HANGEN BRUSTLIN, INC. GROUP BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MA, INC.$32.9M1,9662025
001VANASSE HANGEN BRUSTLIN, INC. RETIREMENT PLANMewaMASSMUTUAL LIFE INSURANCE CO.$02,6752024
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