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Sponsor portfolio

CENTERBOARD, INC.

EIN 04-3019658-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$2.4M assets
Welfare
1
$1.3M premiums
Participants
439
16 CITY HALL SQUARE - LYNN, MA 01901781-598-9417LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$2.4M - 240 part#501Fully Insured-$1.3M - 199 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 199 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$37K
  • Long-term disability$37K
Total $1.3M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MFM ADVISORS LLC100%
Total $32K1 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

CENTERBOARD RETIREMENT SAVINGS PLAN

403b

Assets$2.4M
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CENTERBOARD INC WELFARE BENEFIT PLANS

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.3M
Covered lives199
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CENTERBOARD RETIREMENT SAVINGS PLAN403b$2.4M2402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CENTERBOARD INC WELFARE BENEFIT PLANSFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.3M1992025
Retirement plans
Welfare plans
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