Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$426K
- Other$175K
- Life$141K
- Vision$70K
- Long-term disability$29K
Sponsor portfolio
STAFFORD MANAGEMENT COMPANY, LLC
EIN 20-5511698Latest filing 2025
Plans
2
Retirement
1
$20.8M assets
Welfare
1
$700K premiums
Participants
2,890
71 THIRD AVENUE - BURLINGTON, MA 01803781-272-2424
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $700K premiums / 1,081 covered livesCarrier market share
Premium dollars by Schedule A carrier
61%top
- DELTA DENTAL OF CALIFORNIA61%
- RELIANCE STANDARD LIFE INSURANCE COMPANY22%
- FIDELITY SECURITY LIFE INSURANCE COMPANY10%
- TRUSTMARK INSURANCE COMPANY7%
Broker market share
Schedule A broker compensation
67%top
- MERCER HEALTH AND BENEFITS, LLC67%
- LORI ANN MARTINEZ13%
- NATIONAL ENROLLMENT PARTNERS LLC10%
- MARTINEZ, LORI ANN5%
- NEESENROLL4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
STAFFORD MANAGEMENT, LLC 401(K) PLAN
401k
Assets$20.8M
Participants1,694
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
STAFFORD MANAGEMENT COMPANY, LLC HEALTH AND WELFARE PLANS
Mixed - DELTA DENTAL OF MASSACHUSETTS
Premiums$700K
Covered lives1,081
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | STAFFORD MANAGEMENT, LLC 401(K) PLAN | 401k | $20.8M | 1,694 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | STAFFORD MANAGEMENT COMPANY, LLC HEALTH AND WELFARE PLANS | Mixed | DELTA DENTAL OF MASSACHUSETTS | $700K | 1,081 | 2025 |
Retirement plans
Welfare plans