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  2. BARD RAO & ATHANAS CONSULTING ENGINEERS LLC
Sponsor portfolio

BARD RAO & ATHANAS CONSULTING ENGINEERS LLC

EIN 04-3519357-Latest filing 2025
Plans
2
Retirement
1
$106.7M assets
Welfare
1
$8.1M premiums
Participants
1,072
10 GUEST STREET, 4TH FLOOR - BOSTON, MA 02135617-925-8202
Plans on this EIN
2 filings
#001401k-$106.7M - 602 part#501Fully Insured-$8.1M - 945 lives

Benefits portfolio analytics

1 plan / $8.1M premiums / 945 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.7M
  • Dental$7.7M
  • Vision$7.7M
  • Prescription drug$7.7M
  • Other$422K
  • Life$329K
  • +2 more
Total $8.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • HARTFORD LIFE AND ACCIDENT4%
  • AFLAC1%
Total $8.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • HUB INTERNATIONAL MIDWEST LIMITED45%
  • INDIGO INSURANCE SERVICES28%
  • EPSIX, INC.12%
  • LYNN FEAZEL11%
  • CHRISTOPHER HAGER3%
  • +3 more
Total $77K8 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

BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC 401(K) PLAN

401k

Assets$106.7M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BARD RAO & ATHANAS CONSULTING ENGINEERS LLC

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$8.1M
Covered lives945
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BARD, RAO & ATHANAS CONSULTING ENGINEERS, LLC 401(K) PLAN401k$106.7M6022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BARD RAO & ATHANAS CONSULTING ENGINEERS LLCFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$8.1M9452025
Retirement plans
Welfare plans
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