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Sponsor portfolio

PERCEPTIVE

EIN 04-3517642-architecture & planning-Latest filing 2025
Plans
2
Retirement
1
$87.3M assets
Welfare
1
$600K premiums
Participants
997
55 BLUE SKY CENTRE, 1ST FLOOR - BURLINGTON, MA 01803877-819-6025LinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$87.3M - 792 part#501Mixed-$600K - 539 lives

Benefits portfolio analytics

1 plan / $600K premiums / 539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$504K
  • Life$451K
  • Long-term disability$451K
  • Vision$92K
  • Short-term disability$3K
Total $600K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA76%
  • VISION SERVICE PLAN15%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • COMPSYCH1%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $600K5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $74K1 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

PERCEPTIVE 401(K) PLAN

401k

Assets$87.3M
Participants792
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERCEPTIVE HEALTH & WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$600K
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERCEPTIVE 401(K) PLAN401k$87.3M7922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERCEPTIVE HEALTH & WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$600K5392025
Retirement plans
Welfare plans
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