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Sponsor portfolioTH

TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION

EIN 04-3044706-Latest filing 2025
Plans
3
Retirement
2
$783.5M assets
Welfare
1
$1.9M premiums
Participants
3,236
800 WASHINGTON STREET, BOX 1013 - BOSTON, MA 02111617-636-5000
Plans on this EIN
3 filings
#002401k-$478.2M - 1,244 part#003403b-$305.3M - 1,287 part#506Mixed-$1.9M - 1,046 lives

Retirement portfolio analytics

2 plans aggregated / $783.5M assets / 2,531 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • 401(A) RETIREMENT PLAN (#002)61%
  • 403(B) RETIREMENT PLAN (#003)39%
Total $783.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • THE VANGUARD GROUP, INC.100%
Total $783.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 403(B) RETIREMENT PLAN (#003)1,287
  • 401(A) RETIREMENT PLAN (#002)1,244
Total 2,531Click row to drill in

Benefits portfolio analytics

1 plan / $1.9M premiums / 1,046 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.9M
  • Life$1.8M
  • Long-term disability$1.3M
  • Vision$61K
Total $1.9M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HARTFORD LIFE AND ACCIDENT67%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA28%
  • EYEMED VISION CARE3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • MERCER HEALTH AND BENEFITS, LLC68%
  • INDIGO INSURANCE SEVICES, LLC23%
  • IBENEFIT COMMUNICATION LLC7%
  • MERCERE HEALTH & BENEFITS2%
  • IMG0%
  • +1 more
Total $283K6 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

TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN

401k

Assets$478.2M
Participants1,244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN

403b

Assets$305.3M
Participants1,287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION OMNIBUS HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.9M
Covered lives1,046
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 401(A) RETIREMENT PLAN401k$478.2M1,2442024
003TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION, INC. 403(B) RETIREMENT PLAN403b$305.3M1,2872024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506TUFTS MEDICAL CENTER PHYSICIANS ORGANIZATION OMNIBUS HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$1.9M1,0462025
Retirement plans
Welfare plans
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