Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Dental$210K
- Vision$210K
- Life$210K
- Short-term disability$210K
- +2 more
Sponsor portfolio
SOUTHWORTH DEVELOPMENT LLC
EIN 20-2759238Latest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$2.5M premiums
Participants
616
130 WILLOWBEND DRIVE - MASHPEE, MA 02649412-818-6099
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.5M premiums / 238 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Broker market share
Schedule A broker compensation
95%top
- USI INSURANCE SERVICES LLC95%
- DOUGLAS A. SWARTZ3%
- PAUL M HOOTSTEIN3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOUTHWORTH DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$12.3M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOUTHWORTH DEVELOPMENT HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS
Premiums$2.5M
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHWORTH DEVELOPMENT LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $12.3M | 377 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOUTHWORTH DEVELOPMENT HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | $2.5M | 238 | 2025 |
Retirement plans
Welfare plans