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  2. MCNAMARA/SALVIA, INC.
Sponsor portfolioTH

MCNAMARA/SALVIA, INC.

EIN 04-2988134-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$94K premiums
Participants
276
1 FEDERAL STREET, SUITE 3710 - BOSTON, MA 02110617-737-0400
Plans on this EIN
2 filings
#001401k-$31.6M - 163 part#502Mixed-$94K - 253 lives

Benefits portfolio analytics

1 plan / $94K premiums / 253 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$94K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • Other$94K
Total $94K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $94K1 slice

Broker market share

Schedule A broker compensation

Split broker
71%top
  • CRONIN GERVINO & WARLICK INC71%
  • COMBINED SERVICES LLC29%
Total $16K2 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

MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST

401k

Assets$31.6M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MCNAMARA/SALVIA, INC WELFARE WRAP PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$94K
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MCNAMARA/SALVIA, INC. 401(K) PLAN AND TRUST401k$31.6M1632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MCNAMARA/SALVIA, INC WELFARE WRAP PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$94K2532025
Retirement plans
Welfare plans
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