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Sponsor portfolio

EF SERVICES, INC.

EIN 04-3534772-Latest filing 2025
Plans
2
Retirement
1
$230.2M assets
Welfare
1
$2.0M premiums
Participants
5,780
TWO EDUCATION CIRCLE - CAMBRIDGE, MA 02141617-619-1000
Plans on this EIN
2 filings
#001401k-$230.2M - 3,654 part#503Mixed-$2.0M - 2,071 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,071 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Other$1.8M
  • Vision$215K
Total $2.0M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA89%
  • VISION SERVICE PLAN11%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • IMG0%
Total $198K2 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

EF EDUCATION 401K RETIREMENT SAVINGS PLAN

401k

Assets$230.2M
Participants3,654
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

EF SERVICES EMPLOYEE HEALTH & WELFARE PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.0M
Covered lives2,071
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001EF EDUCATION 401K RETIREMENT SAVINGS PLAN401k$230.2M3,6542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503EF SERVICES EMPLOYEE HEALTH & WELFARE PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.0M2,0712025
Retirement plans
Welfare plans
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