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Sponsor portfolio

NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND

EIN 04-3142739-Latest filing 2025
Plans
4
Retirement
1
$72.6M assets
Welfare
3
$4.1M premiums
Participants
924
2310 WASHINGTON STREET - NEWTON LOWER FALLS, MA 02462617-559-5042
Plans on this EIN
4 filings
#001401k-$72.6M - 361 part#503Fully Insured-$3.9M - 474 lives#504Mixed-$188K - 237 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $4.1M premiums / 711 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Vision$3.9M
  • Prescription drug$3.9M
  • Life$188K
  • Long-term disability$188K
  • Other$188K
Total $4.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $4.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $83K1 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

NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND & AFFILIATES 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$72.6M
Participants361
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MEDICAL INSURANCE PLAN

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

Premiums$3.9M
Covered lives474
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

LIFE, AD&D, LTD AND DENTAL INSURANCE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$188K
Covered lives237
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND FLEXIBLE SPENDING ACCOUNT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND & AFFILIATES 401(K) PROFIT SHARING PLAN & TRUST401k$72.6M3612024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MEDICAL INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.9M4742025
504LIFE, AD&D, LTD AND DENTAL INSURANCE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$188K2372025
501NATIONAL DEVELOPMENT ASSOCIATES OF NEW ENGLAND FLEXIBLE SPENDING ACCOUNTSelf Funded-$002025
Retirement plans
Welfare plans
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