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Sponsor portfolio

CHARLES RIVER MEDICAL ASSOCIATES PC

EIN 04-3260427-medical practice-Latest filing 2025
Plans
2
Retirement
1
$148.7M assets
Welfare
1
$5.3M premiums
Participants
1,138
600 WORCESTER RD, #303 - FRAMINGHAM, MA 01702508-626-7437LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$148.7M - 765 part#501Fully Insured-$5.3M - 463 lives

Benefits portfolio analytics

1 plan / $5.3M premiums / 463 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Prescription drug$4.8M
  • Long-term disability$230K
  • Dental$201K
  • Life$70K
  • Other$70K
  • +1 more
Total $5.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • DELTA DENTAL OF CALIFORNIA4%
  • HARTFORD LIFE AND ACCIDENT3%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY1%
  • VISION SERVICE PLAN0%
Total $5.3M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $150K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN

401k

Assets$148.7M
Participants765
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CHARLES RIVER MEDICAL ASSOCIATES, P.C. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.3M
Covered lives463
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CHARLES RIVER MEDICAL ASSOCIATES, P.C. 401(K) RETIREMENT PLAN401k$148.7M7652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CHARLES RIVER MEDICAL ASSOCIATES, P.C. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.3M4632024
Retirement plans
Welfare plans
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