Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$940K
- Other$879K
- Life$459K
- Long-term disability$452K
- Health$420K
- Dental$420K
Sponsor portfolio
TA ASSOCIATES MANAGEMENT, L. P.
EIN 04-3205796Latest filing 2025
Plans
2
Retirement
1
$655.6M assets
Welfare
1
$1.8M premiums
Participants
633
200 CLARENDON STREET 56TH FLOOR - BOSTON, MA 02116617-574-6700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 206 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- HM LIFE INSURANCE COMPANY52%
- UNUM LIFE INSURANCE COMPANY OF AMERICA23%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY23%
- DELAWARE AMERICAN LIFE INSURANCE COMPANY2%
- LIFE INSURANCE COMPANY OF NORTH AMERICA0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- FIORETTI JR, WILLIAM F-0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TA ASSOCIATES PROFIT SHARING PLAN
401k
Assets$655.6M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
TA ASSOCIATES MANAGEMENT, L. P. GROUP BENEFITS PLAN
Fully Insured - HM LIFE INSURANCE COMPANY
Premiums$1.8M
Covered lives206
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TA ASSOCIATES PROFIT SHARING PLAN | 401k | $655.6M | 427 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | TA ASSOCIATES MANAGEMENT, L. P. GROUP BENEFITS PLAN | Fully Insured | HM LIFE INSURANCE COMPANY | $1.8M | 206 | 2025 |
Retirement plans
Welfare plans