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Sponsor portfolio

THE BOTTOM LINE INC.

EIN 04-3351427-higher education-Latest filing 2025
Plans
2
Retirement
1
$6.6M assets
Welfare
1
$2.0M premiums
Participants
409
500 AMORY STREET - JAMAICA PLAIN, MA 02130617-580-9136bottomline.orgLinkedIn51-200 employeeshigher education
Plans on this EIN
2 filings
#001403b-$6.6M - 244 part#501Fully Insured-$2.0M - 207 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$135K
  • Life$135K
  • Short-term disability$135K
  • Long-term disability$135K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • BROKER NOT PROVIDED61%
  • JACK W ABEL27%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
  • MARSH & MCLENNAN AGENCY LLC2%
Total $62K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

BOTTOM LINE 403(B) PLAN

403b

Assets$6.6M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOTTOM LINE EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.0M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOTTOM LINE 403(B) PLAN403b$6.6M2442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOTTOM LINE EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.0M2072025
Retirement plans
Welfare plans
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