PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Stoneturn Group, LLP
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Stoneturn Group, LLP

EIN 20-0892304-management consulting-Latest filing 2025
Plans
2
Retirement
1
$53.8M assets
Health & Benefits
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
#001401(k)-$53.8M - 223 part#501Fully insured-$2.9M - 272 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

STONETURN GROUP, LLP 401(K) PLAN

401(k)

Assets$53.8M
Participants223
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

STONETURN GROUP, LLP WELFARE BENEFITS PLAN

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

Premiums$2.9M
Covered lives272
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001STONETURN GROUP, LLP 401(K) PLAN401(k)$53.8M2232025
  • STONETURN GROUP, LLP 401(K) PLAN$53.8M
    #001 · 401(k) · 2025223

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501STONETURN GROUP, LLP WELFARE BENEFITS PLANFully insuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.9M2722025
  • STONETURN GROUP, LLP WELFARE BENEFITS PLAN$2.9M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025272
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica