Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$2.6M
- Dental$1.2M
- Vision$1.2M
- Life$495K
- Short-term disability$495K
- Long-term disability$495K
- +1 more
Sponsor portfolioTH
SEVEN HILLS FOUNDATION, INC.
EIN 04-3293659individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$57.9M assets
Welfare
1
$4.3M premiums
Participants
3,444
81 HOPE AVENUE - WORCESTER, MA 01603508-983-2901sevenhills.orgLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.3M premiums / 2,342 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- SYMETRA LIFE INSURANCE COMPANY12%
Broker market share
Schedule A broker compensation
96%top
- RSC INSURANCE BROKERAGE INC96%
- INDIGO INSURANCE SERVICES4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SEVEN HILLS FOUNDATION RETIREMENT PLAN
403b
Assets$57.9M
Participants1,492
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SEVEN HILLS FOUNDATION, INC. EMPLOYEE BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$4.3M
Covered lives2,342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SEVEN HILLS FOUNDATION RETIREMENT PLAN | 403b | $57.9M | 1,492 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SEVEN HILLS FOUNDATION, INC. EMPLOYEE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $4.3M | 2,342 | 2025 |
Retirement plans
Welfare plans