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  2. SPAGNOLO/GISNESS & ASSOCIATES, INC.
Sponsor portfolio

SPAGNOLO/GISNESS & ASSOCIATES, INC.

EIN 04-3110104-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$10.2M assets
Welfare
1
$1.1M premiums
Participants
183
99 HIGH STREET - BOSTON, MA 02110857-300-2654
Plans on this EIN
2 filings
#001401k-$10.2M - 105 part#501Fully Insured-$1.1M - 154 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Dental$1.0M
  • Prescription drug$1.0M
  • Life$45K
  • Short-term disability$45K
  • Long-term disability$45K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • EASTERN BENEFITS GROUP81%
  • GALLAGHER BENEFIT SERVICES, INC.19%
Total $51K2 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

SPAGNOLO/GISNESS & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN

401k

Assets$10.2M
Participants105
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SPAGNOLO GISNESS ASSOCIATES DBA SGA ARCHITECTS HEALTH AND WELFARE BENEFITS PLAN

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

Premiums$1.1M
Covered lives154
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SPAGNOLO/GISNESS & ASSOCIATES, INC 401(K) PROFIT SHARING PLAN401k$10.2M1052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SPAGNOLO GISNESS ASSOCIATES DBA SGA ARCHITECTS HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.1M1542024
Retirement plans
Welfare plans
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