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Sponsor portfolio

MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC.

EIN 04-3515688-medical practice-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$152K premiums
Participants
973
88 MASONIC HOME ROAD - CHARLTON, MA 015071394508-434-2406LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#002401k-$19.8M - 643 part#512Mixed-$152K - 497 lives

Benefits portfolio analytics

1 plan / $152K premiums / 497 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$70K
  • Long-term disability$49K
  • Life$48K
  • Vision$32K
Total $152K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY64%
  • VISION SERVICE PLAN21%
  • NEW DIRECTIONS BEHAVIORAL HEALTH8%
  • BOSTON MUTUAL LIFE INSURANCE COMPANY7%
Total $152K4 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MARSH & MCLENNAN AGENCY LLC87%
  • COMBINED SERVICES LLC10%
  • AON CONSULTING INC3%
  • INC, AHA FINANCIAL SOLUTIONS0%
Total $19K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN

401k

Assets$19.8M
Participants643
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512

MASONIC HEALTH SYSTEM GROUP MEDICAL PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$152K
Covered lives497
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MASONIC HEALTH SYSTEM OF MASSACHUSETTS, INC. AND GRAND LODGE OF MASONS IN401k$19.8M6432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
512MASONIC HEALTH SYSTEM GROUP MEDICAL PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$152K4972025
Retirement plans
Welfare plans
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