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Sponsor portfolio

ALLIANCE HEALTH, INC.

EIN 04-3468274-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$32.0M assets
Welfare
1
$6.0M premiums
Participants
2,659
144 TURNPIKE ROAD, SUITE 220 - SOUTHBOROUGH, MA 01772617-332-3366
Plans on this EIN
3 filings
#002401k-$28.7M - 1,886 part#003403b-$3.2M - 3 part#502Fully Insured-$6.0M - 330 lives

Retirement portfolio analytics

2 plans aggregated / $32.0M assets / 1,889 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • INC. RETIREMENT PLAN (#002)90%
  • HEALTH, INC. 403(B) (#003)10%
Total $32.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#002)1,886
  • HEALTH, INC. 403(B) (#003)3
Total 1,889Click row to drill in

Benefits portfolio analytics

1 plan / $6.0M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Prescription drug$4.6M
  • Dental$4.4M
  • Other$513K
  • Short-term disability$432K
  • Life$63K
  • +2 more
Total $6.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • UNITEDHEALTHCARE INSURANCE COMPANY73%
  • HARVARD PILGRIM HEALTH CARE13%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • BLUE CROSS OF CALIFORNIA4%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY2%
  • +3 more
Total $6.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • NFP INSURANCE SERVICES INC50%
  • MJ INSURANCE50%
Total $291K2 slices

Plan deep-dives

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

ALLIANCE HEALTH, INC. RETIREMENT PLAN

401k

Assets$28.7M
Participants1,886
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ALLIANCE HEALTH, INC. 403(B) PLAN

403b

Assets$3.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ALLIANCE HEALTH, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$6.0M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALLIANCE HEALTH, INC. RETIREMENT PLAN401k$28.7M1,8862025
003ALLIANCE HEALTH, INC. 403(B) PLAN403b$3.2M32025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ALLIANCE HEALTH, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$6.0M3302025
Retirement plans
Welfare plans
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