Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$156K
- Short-term disability$156K
- Long-term disability$156K
- Other$156K
Filings through .
Top hat
Radius Financial Group, Inc.
EIN 04-3483190financial servicesLatest filing 2025
Plans
2
Retirement
1
$23.5M assets
Health & Benefits
1
$156K premiums
Participants
390
600 LONGWATER DRIVE, SUITE 107 - NORWELL, MA 02061781-742-6500radiusgrp.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $156K premiums / 159 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
RADIUS FINANCIAL GROUP, INC. 401(K) EMPLOYEE SAVINGS PLAN
401(k)
Assets$23.5M
Participants233
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503
RADIUS FINANCIAL GROUP, INC. LIFE AND DISABILITY BENEFITS PLAN
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$156K
Covered lives159
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | RADIUS FINANCIAL GROUP, INC. 401(K) EMPLOYEE SAVINGS PLAN | 401(k) | $23.5M | 233 | 2025 |
- #001 · 401(k) · 2025233
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #503 | RADIUS FINANCIAL GROUP, INC. LIFE AND DISABILITY BENEFITS PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $156K | 159 | 2025 |
- #503 · Fully insured · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025159
Retirement plans
Health & Benefits plans