PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Affiliated Managers Group, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Affiliated Managers Group, Inc.

EIN 04-3218510-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$133.9M assets
Health & Benefits
1
$1.3M premiums
Participants
636
600 HALE STREET - PRIDES CROSSING, MA 01965617-747-3300
Plans on this EIN
2 filings
#001401(k)-$133.9M - 399 part#511Mixed-$1.3M - 234 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $1.3M premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.0M
  • Life$317K
  • Long-term disability$317K
  • Other$317K
Total $1.3M4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN

401(k)

Assets$133.9M
Participants399
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#511

AFFILIATED MANAGERS GROUP, INC. GROUP BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.3M
Covered lives234
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN401(k)$133.9M3992025
  • AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN$133.9M
    #001 · 401(k) · 2025399

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#511AFFILIATED MANAGERS GROUP, INC. GROUP BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.3M2342025
  • AFFILIATED MANAGERS GROUP, INC. GROUP BENEFITS PLAN$1.3M
    #511 · Mixed · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025234
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica