PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THOMAS H LEE MANAGEMENT CO, LLC
Sponsor portfolio

THOMAS H LEE MANAGEMENT CO, LLC

EIN 04-3475841-Latest filing 2025
Plans
2
Retirement
1
$57.4M assets
Welfare
1
$3.5M premiums
Participants
442
100 FEDERAL STREET, 35TH FLOOR - BOSTON, MA 02110617-227-1050
Plans on this EIN
2 filings
#001401k-$57.4M - 281 part#501Mixed-$3.5M - 397 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 397 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.3M
  • Life$206K
  • Short-term disability$206K
  • Long-term disability$206K
  • Other$206K
  • Vision$18K
Total $3.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • EYEMED VISION CARE1%
Total $3.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
  • IMG0%
Total $87K2 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

THL MANAGEMENT HOLDINGS, LP 401(K) PLAN

401k

Assets$57.4M
Participants281
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMAS H LEE MANAGEMENT CO, LLC GROUP BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.5M
Covered lives397
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THL MANAGEMENT HOLDINGS, LP 401(K) PLAN401k$57.4M2812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMAS H LEE MANAGEMENT CO, LLC GROUP BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.5M3972025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica