Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WORK, INC.
EIN 23-7100726non-profit organization managementLatest filing 2025
Plans
7
Retirement
3
$10.4M assets
Welfare
4
$4.1M premiums
Participants
2,389
25 BEACH STREET - DORCHESTER, MA 021222734617-691-1500workinc.orgLinkedIn501-1000 employeesnon-profit organization management
Retirement portfolio analytics
3 plans aggregated / $10.4M assets / 1,176 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $4.1M premiums / 1,065 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Prescription drug$3.7M
- Stop-loss$3.7M
- Life$225K
- Other$225K
- Long-term disability$159K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- HARVARD PILGRIM HEALTH CARE91%
- SUN LIFE ASSURANCE COMPANY OF CANADA5%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
74%top
- BROWN & BROWN INSURANCE SERVICES74%
- C&C ADVISORS INC13%
- JAMES FLANAGAN8%
- FLANAGAN, JAMES RICHARD5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WORK, INC. 403(B) PLAN
403b
Assets$7.7M
Participants470
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WORK, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
WORK , INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.1M
Participants88
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WORK, INC. MEDICAL PLAN
Self Funded - HARVARD PILGRIM HEALTH CARE
Premiums$3.7M
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
WORK, INC. LONG-TERM DISABILITY PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$159K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
WORK, INC. DENTAL PLAN
Fully Insured - GUARDIAN
Premiums$141K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
WORK, INC. LIFE & AD&D PLAN
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$66K
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WORK, INC. 403(B) PLAN | 403b | $7.7M | 470 | 2024 | |
| 001 | WORK, INC. PROFIT SHARING PLAN | ProfitSharing | $1.6M | 618 | 2024 | |
| 003 | WORK , INC. PROFIT SHARING PLAN | ProfitSharing | $1.1M | 88 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WORK, INC. MEDICAL PLAN | Self Funded | HARVARD PILGRIM HEALTH CARE | $3.7M | 196 | 2025 | |
| 504 | WORK, INC. LONG-TERM DISABILITY PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $159K | 345 | 2025 | |
| 502 | WORK, INC. DENTAL PLAN | Fully Insured | GUARDIAN | $141K | 191 | 2025 | |
| 503 | WORK, INC. LIFE & AD&D PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $66K | 333 | 2025 |
Retirement plans
Welfare plans