Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$904K
- Prescription drug$904K
- Dental$58K
- Life$50K
- Short-term disability$50K
- Long-term disability$50K
- +2 more
Sponsor portfolio
BY APPOINTMENT ONLY, INC.
EIN 04-3462585Latest filing 2025
Plans
2
Retirement
1
$11.3M assets
Welfare
1
$1.2M premiums
Participants
310
300 APOLLO DRIVE - CHELMSFORD, MA 01824978-763-7500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 153 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- HARVARD PILGRIM HEALTH CARE89%
- DELTA DENTAL OF CALIFORNIA6%
- UNITED OF OMAHA LIFE INSURANCE COMPANY5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BY APPOINTMENT ONLY 401K PLAN
401k
Assets$11.3M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BY APPOINTMENT ONLY HEALTH & WELFARE PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$1.2M
Covered lives153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BY APPOINTMENT ONLY 401K PLAN | 401k | $11.3M | 211 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BY APPOINTMENT ONLY HEALTH & WELFARE PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $1.2M | 153 | 2025 |
Retirement plans
Welfare plans