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Sponsor portfolio

STONETURN GROUP, LLP

EIN 20-0892304-management consulting-Latest filing 2025
Plans
2
Retirement
1
$53.8M assets
Welfare
1
$2.9M premiums
Participants
378
75 STATE STREET, SUITE 1710 - BOSTON, MA 02109617-570-3700stoneturn.comLinkedIn51-200 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$53.8M - 223 part#501Fully Insured-$2.9M - 272 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Dental$2.8M
  • Prescription drug$2.8M
  • Life$173K
  • Short-term disability$173K
  • Long-term disability$173K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • BLUE CROSS OF CALIFORNIA94%
  • SUN LIFE ASSURANCE COMPANY OF CANADA6%
  • EYEMED VISION CARE1%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $73K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STONETURN GROUP, LLP 401(K) PLAN

401k

Assets$53.8M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STONETURN GROUP, LLP WELFARE BENEFITS PLAN

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

Premiums$2.9M
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001STONETURN GROUP, LLP 401(K) PLAN401k$53.8M2232025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STONETURN GROUP, LLP WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.9M2722025
Retirement plans
Welfare plans
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