Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$851K
- Life$654K
- Long-term disability$654K
- Vision$117K
Sponsor portfolioTH
CAMBRIDGE ASSOCIATES, LLC
EIN 04-3515240financial servicesLatest filing 2025
Plans
2
Retirement
1
$366.4M assets
Welfare
1
$968K premiums
Participants
3,015
115 FEDERAL STREET - BOSTON, MA 02110617-457-7500cambridgeassociates.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $968K premiums / 1,647 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA68%
- EYEMED VISION CARE12%
- UNUM LIFE INSURANCE COMPANY OF AMERICA11%
- METROPOLITAN LIFE INSURANCE COMPANY4%
- WORKPLACE OPTIONS4%
- +1 more
Broker market share
Schedule A broker compensation
75%top
- WILLIS TOWERS WATSON US LLC75%
- ALLEN, CHRISTOPHER M13%
- LAMBERT, BRYAN, E12%
- HILB GROUP OF NEW ENGLAND1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAMBRIDGE ASSOCIATES, LLC 401(K) SAVINGS PLAN & TRUST
401k
Assets$366.4M
Participants2,034
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
CAMBRIDGE ASSOCIATES, LLC COMPREHENSIVE PLAN FOR INSURED EMPLOYEE BENEFITS
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$968K
Covered lives1,647
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAMBRIDGE ASSOCIATES, LLC 401(K) SAVINGS PLAN & TRUST | 401k | $366.4M | 2,034 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | CAMBRIDGE ASSOCIATES, LLC COMPREHENSIVE PLAN FOR INSURED EMPLOYEE BENEFITS | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $968K | 1,647 | 2025 |
Retirement plans
Welfare plans