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Sponsor portfolio

MENTAL HEALTH ASSOCIATION, INC.

EIN 04-6197938-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$692K premiums
Participants
1,161
350 MEMORIAL DRIVE - CHICOPEE, MA 01020413-734-5376
Plans on this EIN
2 filings
#002403b-$7.8M - 965 part#503Mixed-$692K - 428 lives

Benefits portfolio analytics

1 plan / $692K premiums / 428 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$551K
  • Dental$141K
  • Vision$141K
  • Life$76K
  • Long-term disability$76K
Total $692K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
69%top
  • WESTPORT INSURANCE CORPORATION69%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
  • HARTFORD LIFE AND ACCIDENT11%
Total $692K3 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • FOLEY CONNELLY BENEFITS GROUP61%
  • PROFESSIONAL GROUP PLANS INC39%
Total $20K2 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

MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN

403b

Assets$7.8M
Participants965
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

MENTAL HEALTH ASSOCIATION, INC. WELFARE WRAP PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.

Premiums$692K
Covered lives428
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MENTAL HEALTH ASSOCIATION, INC. 403(B) RETIREMENT PLAN403b$7.8M9652025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503MENTAL HEALTH ASSOCIATION, INC. WELFARE WRAP PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.$692K4282025
Retirement plans
Welfare plans
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