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Sponsor portfolioTH

COMMONWEALTH CARE ALLIANCE

EIN 04-3756900-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$128.4M assets
Welfare
1
$31.5M premiums
Participants
3,455
30 WINTER STREET - BOSTON, MA 02108617-426-0600commonwealthcarealliance.orgLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filings
#002401k-$128.4M - 2,062 part#501Mixed-$31.5M - 2,336 lives

Benefits portfolio analytics

1 plan / $31.5M premiums / 2,336 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$30.2M
  • Prescription drug$30.2M
  • Other$1.2M
  • Life$1.2M
  • Short-term disability$1.2M
  • Long-term disability$1.2M
  • +1 more
Total $31.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • HARTFORD LIFE AND ACCIDENT4%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY0%
Total $31.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • HP PLANNING LLC75%
  • INDIGO INSURANCE SERVICES12%
  • SPRING INSURANCE GROUP LLC7%
  • GCG FINANCIAL LLC6%
  • LORETTA HO SHERBLOM INS AGENCY INC1%
Total $282K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

COMMONWEALTH CARE ALLIANCE 401(K) PLAN

401k

Assets$128.4M
Participants2,062
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COMMONWEALTH CARE ALLIANCE GROUP HEALTH AND WELFARE PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$31.5M
Covered lives2,336
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COMMONWEALTH CARE ALLIANCE 401(K) PLAN401k$128.4M2,0622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COMMONWEALTH CARE ALLIANCE GROUP HEALTH AND WELFARE PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$31.5M2,3362025
Retirement plans
Welfare plans
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