Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$476K
- Life$471K
- Long-term disability$418K
Sponsor portfolio
THE BRATTLE GROUP, INC.
EIN 04-3254813management consultingLatest filing 2025
Plans
2
Retirement
1
$183.2M assets
Welfare
1
$476K premiums
Participants
1,113
ONE BEACON STREET, SUITE 2600 - BOSTON, MA 02108617-864-7900brattle.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $476K premiums / 383 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA88%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY11%
- ZURICH AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
94%top
- HUB INTERNATIONAL MIDWEST LIMITED94%
- REUBEN WARNER ASSOCIATES, INC.4%
- RICHARD A ST JEAN2%
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 BRATTLE GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST
401k
Assets$183.2M
Participants717
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE BRATTLE GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$476K
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BRATTLE GROUP, INC. PROFIT SHARING RETIREMENT PLAN AND TRUST | 401k | $183.2M | 717 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE BRATTLE GROUP, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $476K | 383 | 2025 |
Retirement plans
Welfare plans