Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.0M
- Life$317K
- Long-term disability$317K
- Other$317K
Sponsor portfolio
AFFILIATED MANAGERS GROUP, INC.
EIN 04-3218510Latest filing 2025
Plans
2
Retirement
1
$117.7M assets
Welfare
1
$1.3M premiums
Participants
618
600 HALE STREET - PRIDES CROSSING, MA 01965617-747-3300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 234 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- BLUE CROSS OF CALIFORNIA76%
- UNUM LIFE INSURANCE COMPANY OF AMERICA24%
Broker market share
Schedule A broker compensation
61%top
- BLUE CROSS BLUE SHIELD OF FLORIDA61%
- MARSH & MCLENNAN AGENCY LLC39%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$117.7M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
AFFILIATED MANAGERS GROUP, INC. GROUP BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.3M
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFILIATED MANAGERS GROUP, INC. 401(K) PROFIT SHARING PLAN | 401k | $117.7M | 381 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | AFFILIATED MANAGERS GROUP, INC. GROUP BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.3M | 234 | 2025 |
Retirement plans
Welfare plans