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Sponsor portfolio

FOR INSPIRATION & RECOGNITION OF SCIENCE AND TECHNOLOGY (FIRST)

EIN 22-2990908-museums and institutions-Latest filing 2024
Plans
2
Retirement
1
$26.0M assets
Welfare
1
$2.9M premiums
Participants
448
200 BEDFORD STREET - MANCHESTER, NH 03101603-666-3906LinkedIn201-500 employeesmuseums and institutions
Plans on this EIN
2 filings
#001401k-$26.0M - 255 part#501Fully Insured-$2.9M - 285 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.5M
  • Prescription drug$2.5M
  • Dental$182K
  • Other$163K
  • Life$148K
  • Short-term disability$148K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HARVARD PILGRIM HEALTH CARE87%
  • DELTA DENTAL OF CALIFORNIA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • VISION SERVICE PLAN1%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $2.9M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • CGI EMPLOYEE BENEFITS GROUP71%
  • CRONIN GERVINO & WARLICK INC29%
Total $97K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE FIRST 401(K) RETIREMENT PLAN

401k

Assets$26.0M
Participants255
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FIRST HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE OF NE INC - MA

Premiums$2.9M
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FIRST 401(K) RETIREMENT PLAN401k$26.0M2552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FIRST HEALTH AND WELFARE BENEFIT PLANFully InsuredHARVARD PILGRIM HEALTH CARE OF NE INC - MA$2.9M2852024
Retirement plans
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