Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$7.0M
- Dental$7.0M
- Prescription drug$7.0M
- Other$215K
- Life$205K
- Long-term disability$205K
- +1 more
Sponsor portfolio
VESTMARK, INC.
EIN 04-3556518computer softwareLatest filing 2025
Plans
2
Retirement
1
$60.3M assets
Welfare
1
$7.3M premiums
Participants
830
100 QUANNAPOWITT PARKWAY, SUITE 205 - WAKEFIELD, MA 01880781-224-3640vestmark.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.3M premiums / 866 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- HARTFORD LIFE AND ACCIDENT3%
- EYEMED VISION CARE1%
- ROCKET LAWYER0%
Broker market share
Schedule A broker compensation
92%top
- GALLAGHER BENEFIT SERVICES, INC.92%
- INDIGO INSURANCE SERVICES8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VESTMARK, INC 401(K) PLAN
401k
Assets$60.3M
Participants463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VESTMARK, INC. WELFARE BENEFITS PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$7.3M
Covered lives866
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VESTMARK, INC 401(K) PLAN | 401k | $60.3M | 463 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VESTMARK, INC. WELFARE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $7.3M | 866 | 2025 |
Retirement plans
Welfare plans