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Sponsor portfolio

THE HAMILTON COMPANY, INC.

EIN 04-3168136-real estate-Latest filing 2024
Plans
2
Retirement
1
$13.3M assets
Welfare
1
$2.2M premiums
Participants
389
39 BRIGHTON AVENUE - ALLSTON, MA 02134617-783-0039thehamiltoncompany.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$13.3M - 258 part#501Fully Insured-$2.2M - 169 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 169 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Dental$75K
  • Other$60K
  • Life$58K
  • Long-term disability$58K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DELTA DENTAL OF CALIFORNIA3%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • EYEMED VISION CARE0%
Total $2.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • CROSS INSURANCE92%
  • CROSS BENEFIT SOLUTIONS4%
  • JAMES R NELLIGAN & ASSOCIATES LLC4%
  • HILB GROUP OF NEW ENGLAND1%
  • SAPERS & WALLACK0%
Total $80K5 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

THE HAMILTON COMPANY, INC. 401(K) PLAN

401k

Assets$13.3M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE HAMILTON CO., INC. EMPLOYEE BENEFIT PLAN

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

Premiums$2.2M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE HAMILTON COMPANY, INC. 401(K) PLAN401k$13.3M2582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE HAMILTON CO., INC. EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.2M1692024
Retirement plans
Welfare plans
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