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Sponsor portfolio

F. H. CANN & ASSOCIATES, INC.

EIN 04-3483512-financial services-Latest filing 2025
Plans
2
Retirement
1
$2.7M assets
Welfare
1
$578K premiums
Participants
1,564
1600 OSGOOD STREET, SUITE 2-120 - NORTH ANDOVER, MA 01845978-215-3618fhcann.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$2.7M - 825 part#501Mixed-$578K - 739 lives

Benefits portfolio analytics

1 plan / $578K premiums / 739 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$322K
  • Short-term disability$322K
  • Long-term disability$322K
  • Other$322K
  • Dental$256K
  • Vision$256K
Total $578K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY56%
  • BLUE CROSS OF CALIFORNIA44%
Total $578K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $49K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

F H CANN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$2.7M
Participants825
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

F. H. CANN & ASSOCIATES HEALTH AND WELFARE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$578K
Covered lives739
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001F H CANN & ASSOCIATES INC 401(K) PROFIT SHARING PLAN & TRUST401k$2.7M8252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501F. H. CANN & ASSOCIATES HEALTH AND WELFARE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$578K7392025
Retirement plans
Welfare plans
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