Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$156K
- Short-term disability$156K
- Long-term disability$156K
- Other$156K
Sponsor portfolioTH
RADIUS FINANCIAL GROUP, INC.
EIN 04-3483190financial servicesLatest filing 2025
Plans
2
Retirement
1
$19.5M assets
Welfare
1
$156K premiums
Participants
349
600 LONGWATER DRIVE, SUITE 107 - NORWELL, MA 02061781-742-6500radiusgrp.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $156K premiums / 159 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Broker market share
Schedule A broker compensation
100%top
- ANDUS LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RADIUS FINANCIAL GROUP, INC. 401(K) EMPLOYEE SAVINGS PLAN
401k
Assets$19.5M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
RADIUS FINANCIAL GROUP, INC. LIFE AND DISABILITY BENEFITS PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$156K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RADIUS FINANCIAL GROUP, INC. 401(K) EMPLOYEE SAVINGS PLAN | 401k | $19.5M | 192 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans