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Sponsor portfolio

BRACEBRIDGE CAPITAL, LLC

EIN 04-3344637-financial services-Latest filing 2025
Plans
2
Retirement
1
$119.2M assets
Welfare
1
$3.2M premiums
Participants
424
888 BOYLSTON STREET, SUITE 1500 - BOSTON, MA 02199617-497-3500bracebridgecapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#002401k-$119.2M - 254 part#501Fully Insured-$3.2M - 380 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 380 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$197K
  • Life$116K
  • Other$116K
  • Short-term disability$104K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HARVARD PILGRIM HEALTH CARE90%
  • BLUE CROSS OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE0%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $54K1 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

BRACEBRIDGE CAPITAL, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$119.2M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BRACEBRIDGE CAPITAL, LLC HEALTH AND WELFARE PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$3.2M
Covered lives380
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002BRACEBRIDGE CAPITAL, LLC 401(K) PROFIT SHARING PLAN401k$119.2M2542025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BRACEBRIDGE CAPITAL, LLC HEALTH AND WELFARE PLANFully InsuredHARVARD PILGRIM HEALTH CARE$3.2M3802025
Retirement plans
Welfare plans
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