PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MASS MOCA FOUNDATION, INC.
Sponsor portfolio

MASS MOCA FOUNDATION, INC.

EIN 04-3113688-museums and institutions-Latest filing 2025
Plans
2
Retirement
1
$3.9M assets
Welfare
1
$1.2M premiums
Participants
311
1040 MASS MOCA WAY - NORTH ADAMS, MA 01247413-664-4481LinkedIn51-200 employeesmuseums and institutions
Plans on this EIN
2 filings
#001401k-$3.9M - 197 part#501Fully Insured-$1.2M - 132 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 132 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.2M
  • Health$1.2M
  • Life$33K
  • Short-term disability$33K
  • Long-term disability$33K
  • Other$33K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • DIGITAL INSURANCE LLC97%
  • CENTRO BENEFITS RESEARCH LLC3%
Total $54K2 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

MASS MOCA FOUNDATION, INC. 401(K) PROFIT SHARING TRUST

401k

Assets$3.9M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MASS MOCA WELFARE BENEFIT PLAN

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

Premiums$1.2M
Covered lives132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MASS MOCA FOUNDATION, INC. 401(K) PROFIT SHARING TRUST401k$3.9M1972025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MASS MOCA WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.2M1322025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica