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Sponsor portfolio

DIMOCK CENTER

EIN 04-3487827-Latest filing 2025
Plans
2
Retirement
1
$13.1M assets
Welfare
1
$2.3M premiums
Participants
878
55 DIMOCK ST - ROXBURY, MA 021191029617-442-8800
Plans on this EIN
2 filings
#001403b-$13.1M - 673 part#501Mixed-$2.3M - 389 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Life$87K
  • Long-term disability$87K
  • Other$87K
  • Vision$19K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • HARVARD PILGRIM HEALTH CARE95%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • EYEMED VISION CARE1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • HP PLANNING LLC92%
  • GCG FINANCIAL LLC8%
Total $55K2 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

DIMOCK COMMUNITY FOUNDATION 403(B) PLAN

403b

Assets$13.1M
Participants673
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DIMOCK CENTER HEALTH AND WELFARE PLAN

Mixed - HARVARD PILGRIM HEALTH CARE

Premiums$2.3M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DIMOCK COMMUNITY FOUNDATION 403(B) PLAN403b$13.1M6732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DIMOCK CENTER HEALTH AND WELFARE PLANMixedHARVARD PILGRIM HEALTH CARE$2.3M3892025
Retirement plans
Welfare plans
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