Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$247K
- Vision$247K
- Short-term disability$86K
- Long-term disability$60K
- Life$53K
- Other$53K
Sponsor portfolio
HEALEY BROTHERS, INC.
EIN 06-1554816consumer servicesLatest filing 2025
Plans
2
Retirement
1
$43.7M assets
Welfare
1
$447K premiums
Participants
1,308
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $447K premiums / 601 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- ANTHEM LIFE INSURANCE COMPANY55%
- PRINCIPAL LIFE INSURANCE COMPANY19%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY13%
- SUN LIFE ASSURANCE COMPANY OF CANADA12%
Broker market share
Schedule A broker compensation
64%top
- MARSHALL & STERLING EMPLOYEE BENEFI64%
- FNA INSURANCE SERVICES INC36%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HEALEY BROTHERS, INC. 401K PLAN
401k
Assets$43.7M
Participants705
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515
HEALEY BROTHERS, INC. HEALTH AND WELFARE PLAN
Mixed - ANTHEM BLUE CROSS
Premiums$447K
Covered lives601
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HEALEY BROTHERS, INC. 401K PLAN | 401k | $43.7M | 705 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 515 | HEALEY BROTHERS, INC. HEALTH AND WELFARE PLAN | Mixed | ANTHEM BLUE CROSS | $447K | 601 | 2025 |
Retirement plans
Welfare plans