Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$590K
- Life$529K
- Short-term disability$529K
- Long-term disability$529K
- Vision$68K
Sponsor portfolioTH
LORETTO MANAGEMENT CORPORATION
EIN 22-2873640medical practiceLatest filing 2025
Plans
2
Retirement
1
$53.3M assets
Welfare
1
$658K premiums
Participants
2,999
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $658K premiums / 2,076 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- SUN LIFE ASSURANCE COMPANY OF CANADA84%
- METROPOLITAN LIFE INSURANCE COMPANY10%
- TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.6%
Broker market share
Schedule A broker compensation
51%top
- JAMES R NELLIGAN & ASSOCIATES LLC51%
- ONEGROUP NY INC49%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LORETTO EMPLOYEE 401(K) SAVINGS PLAN
401k
Assets$53.3M
Participants923
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
LORETTO MANAGEMENT CORPORATION HEALTH AND WELFARE BENEFIT PLAN
Mixed - SUN LIFE AND HEALTH INSURANCE COMPANY
Premiums$658K
Covered lives2,076
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LORETTO EMPLOYEE 401(K) SAVINGS PLAN | 401k | $53.3M | 923 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | LORETTO MANAGEMENT CORPORATION HEALTH AND WELFARE BENEFIT PLAN | Mixed | SUN LIFE AND HEALTH INSURANCE COMPANY | $658K | 2,076 | 2025 |
Retirement plans
Welfare plans