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  2. ALERISLIFE INC.
Sponsor portfolioTH

ALERISLIFE INC.

EIN 04-3516029-hospitality-Latest filing 2025
Plans
2
Retirement
1
$128.3M assets
Welfare
1
$3.2M premiums
Participants
16,623
255 WASHINGTON STREET, SUITE 230 - NEWTON, MA 024582076617-796-8387alerislife.comLinkedIn5001-10000 employeeshospitality
Plans on this EIN
2 filings
#001401k-$128.3M - 10,711 part#501Mixed-$3.2M - 5,895 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 5,895 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.8M
  • Life$980K
  • Short-term disability$980K
  • Long-term disability$980K
  • Other$980K
  • Vision$369K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • METROPOLITAN LIFE INSURANCE COMPANY57%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA31%
  • VISION SERVICE PLAN12%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • LOCKTON COMPANIES, LLC74%
  • WILLIS TOWERS WATSON US LLC26%
Total $58K2 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

THE ALERISLIFE RETIREMENT PLAN

401k

Assets$128.3M
Participants10,711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ALERISLIFE INC. BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives5,895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE ALERISLIFE RETIREMENT PLAN401k$128.3M10,7112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ALERISLIFE INC. BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.2M5,8952025
Retirement plans
Welfare plans
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