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Sponsor portfolioTH

FALLON COMMUNITY HEALTH PLAN

EIN 23-7442369-medical practice-Latest filing 2025
Plans
3
Retirement
2
$167.7M assets
Welfare
1
$1.6M premiums
Participants
2,843
1 MERCANTILE STREET, SUITE 400 - WORCESTER, MA 01608508-799-2100LinkedIn1001-5000 employeesmedical practice
Plans on this EIN
3 filings
#003401k-$167.2M - 1,651 part#002403b-$549K - 13 part#501Mixed-$1.6M - 2,391 lives

Retirement portfolio analytics

2 plans aggregated / $167.7M assets / 1,664 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PLAN, INC. 401(K) (#003)100%
  • 403 (B) PLAN (#002)0%
Total $167.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN, INC. 401(K) (#003)1,651
  • 403 (B) PLAN (#002)13
Total 1,664Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$718K
  • Other$573K
  • Prescription drug$438K
  • Long-term disability$363K
  • Life$235K
  • Vision$110K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA46%
  • INDEPENDENT HEALTH28%
  • METROPOLITAN LIFE INSURANCE COMPANY20%
  • EYEMED VISION CARE7%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MARSH & MCLENNAN AGENCY LLC73%
  • THE NIA GROUP27%
Total $149K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FALLON COMMUNITY HEALTH PLAN, INC. 401(K) PLAN

401k

Assets$167.2M
Participants1,651
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FALLON COMMUNITY HEALTH PLAN, INC. 403 (B) PLAN

403b

Assets$549K
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WELFARE PLAN FOR EMPLOYEES OF FALLON COMMUNITY HEALTH PLAN

Mixed - INDEPENDENT HEALTH BENEFIT CORPORATION

Premiums$1.6M
Covered lives2,391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FALLON COMMUNITY HEALTH PLAN, INC. 401(K) PLAN401k$167.2M1,6512024
002FALLON COMMUNITY HEALTH PLAN, INC. 403 (B) PLAN403b$549K132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WELFARE PLAN FOR EMPLOYEES OF FALLON COMMUNITY HEALTH PLANMixedINDEPENDENT HEALTH BENEFIT CORPORATION$1.6M2,3912025
Retirement plans
Welfare plans
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