Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Dental$4.6M
- Prescription drug$4.6M
- Life$228K
- Short-term disability$228K
- Long-term disability$184K
- +2 more
Sponsor portfolio
EDUCATION RESOURCE STRATEGIES INC.
EIN 20-1978102education managementLatest filing 2024
Plans
2
Retirement
1
$13.6M assets
Welfare
1
$4.9M premiums
Participants
374
480 PLEASANT STREET, SUITE C-200 - WATERTOWN, MA 02472617-335-6712erstrategies.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.9M premiums / 502 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- SUN LIFE ASSURANCE COMPANY OF CANADA4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- EYEMED VISION CARE0%
- JANUS ASSOCIATES, INC. DBA BHS0%
Broker market share
Schedule A broker compensation
50%top
- GALLAGHER BENEFIT SERVICES, INC.50%
- EASTERN BENEFITS GROUP47%
- CHRISTINE GORDON1%
- GIANNI RICHIO0%
- CHRISTOPHER MANZI0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
EDUCATION RESOURCE STRATEGIES 403B PLAN
403b
Assets$13.6M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SECURITY LOCK DISTRIBUTORS INC. HEALTH & WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$4.9M
Covered lives502
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | EDUCATION RESOURCE STRATEGIES 403B PLAN | 403b | $13.6M | 117 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SECURITY LOCK DISTRIBUTORS INC. HEALTH & WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $4.9M | 502 | 2024 |
Retirement plans
Welfare plans