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Sponsor portfolio

APPALACHIAN MOUNTAIN CLUB

EIN 04-6001677-non-profit organization management-Latest filing 2024
Plans
2
Retirement
1
$47.1M assets
Welfare
1
$1.9M premiums
Participants
789
10 CITY SQUARE - BOSTON, MA 02129617-523-0636outdoors.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
2 filings
#003403b-$47.1M - 605 part#501Fully Insured-$1.9M - 249 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$75K
  • Life$73K
  • Long-term disability$66K
  • Dental$62K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA4%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • VISION SERVICE PLAN0%
Total $1.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MARSH & MCLENNAN AGENCY LLC58%
  • CORPORATE SYNERGIES GROUP LLC42%
Total $55K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN

403b

Assets$47.1M
Participants605
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

APPALACHIAN MOUNTAIN CLUB EMPLOYEE BENEFITS PLAN

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

Premiums$1.9M
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003APPALACHIAN MOUNTAIN CLUB RETIREMENT PLAN403b$47.1M6052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501APPALACHIAN MOUNTAIN CLUB EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.9M2492024
Retirement plans
Welfare plans
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