Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.2M
- Other$719K
- Short-term disability$717K
- Life$685K
- Long-term disability$685K
- Vision$79K
- +1 more
Sponsor portfolio
CFGI, LLC.
EIN 04-3545708Latest filing 2025
Plans
2
Retirement
1
$104.6M assets
Welfare
1
$2.0M premiums
Participants
2,158
1 LINCOLN ST., STE. 1301 - BOSTON, MA 02111617-531-8270
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 1,153 covered livesCarrier market share
Premium dollars by Schedule A carrier
58%top
- AETNA LIFE INSURANCE COMPANY58%
- SUN LIFE ASSURANCE COMPANY OF CANADA35%
- EYEMED VISION CARE4%
- METROPOLITAN LIFE INSURANCE COMPANY2%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
Broker market share
Schedule A broker compensation
100%top
- HILB GROUP OF NEW ENGLAND100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CFGI 401(K) PLAN
401k
Assets$104.6M
Participants1,214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
CFGI, LLC. GROUP BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$2.0M
Covered lives1,153
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CFGI 401(K) PLAN | 401k | $104.6M | 1,214 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | CFGI, LLC. GROUP BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE CO. | $2.0M | 1,153 | 2025 |
Retirement plans
Welfare plans