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Sponsor portfolio

AMERESCO, INC.

EIN 04-3512838-renewables & environment-Latest filing 2025
Plans
2
Retirement
1
$251.6M assets
Welfare
1
$1.8M premiums
Participants
3,044
111 SPEEN STREET - FRAMINGHAM, MA 01701508-661-2200ameresco.comLinkedIn1001-5000 employeesrenewables & environment
Plans on this EIN
2 filings
#001401k-$251.6M - 1,758 part#501Fully Insured-$1.8M - 2,046 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 2,046 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.3M
  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Vision$451K
  • Health$338K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA72%
  • HAWAII MEDICAL SERVICE ASSOCIATION19%
  • EYEMED VISION CARE6%
  • WORKPLACE OPTIONS3%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $131K1 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

AMERESCO, INC. 401(K) PLAN

401k

Assets$251.6M
Participants1,758
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERESCO INC. WELFARE BENEFITS PLAN

Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$1.8M
Covered lives2,046
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERESCO, INC. 401(K) PLAN401k$251.6M1,7582024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERESCO INC. WELFARE BENEFITS PLANFully InsuredSUN LIFE ASSURANCE COMPANY OF CANADA$1.8M2,0462025
Retirement plans
Welfare plans
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