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Sponsor portfolio

LACERTA GROUP, LLC

EIN 04-3180539-packaging and containers-Latest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$4.1M premiums
Participants
986
360 FORBES BOULEVARD - MANSFIELD, MA 02048508-339-3312lacerta.comLinkedIn201-500 employeespackaging and containers
Plans on this EIN
2 filings
#001401k-$7.7M - 505 part#501Fully Insured-$4.1M - 479 lives

Benefits portfolio analytics

1 plan / $4.1M premiums / 479 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Life$292K
  • Short-term disability$292K
  • Long-term disability$292K
  • Other$292K
  • Dental$174K
  • +1 more
Total $4.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $4.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $257K1 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

LACERTA GROUP, LLC 401(K) PLAN

401k

Assets$7.7M
Participants505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LACERTA GROUP, LLC HEALTH AND WELFARE BENEFITS

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

Premiums$4.1M
Covered lives479
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LACERTA GROUP, LLC 401(K) PLAN401k$7.7M5052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LACERTA GROUP, LLC HEALTH AND WELFARE BENEFITSFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.1M4792025
Retirement plans
Welfare plans
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