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Sponsor portfolio

VETERANS INC.

EIN 04-3098024-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$1.8M premiums
Participants
459
69 GROVE ST - WORCESTER, MA 016052600508-731-1213veteransinc.orgLinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#001403b-$3.0M - 293 part#502Fully Insured-$1.8M - 176 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Prescription drug$1.7M
  • Life$100K
  • Short-term disability$100K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • SMALL BUSINESS INSURANCE AGENCY70%
  • STERLING AND STERLING, INC.21%
  • INDIGO INSURANCE SERVICES9%
Total $59K3 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

VETERANS INC. 403(B) PLAN

403b

Assets$3.0M
Participants293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

VETERANS INC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MA

Premiums$1.8M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001VETERANS INC. 403(B) PLAN403b$3.0M2932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502VETERANS INC EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MA$1.8M1762025
Retirement plans
Welfare plans
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