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  1. Companies/
  2. Advocates, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Advocates, Inc.

EIN 23-7451423-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$53.3M assets
Health & Benefits
1
$16.3M premiums
Participants
7,456
1881 WORCESTER ROAD - FRAMINGHAM, MA 01701508-628-6300advocates.orgLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
3 filings
#001401(k)-$51.1M - 2,715 part#002403(b)-$2.3M - 2,715 part#501Mixed-$16.3M - 2,025 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $53.3M assets / 5,430 participants

Assets by plan

Share of aggregate retirement assets

  • ADVOCATES, INC. 401(K) (#001)$51.1M
  • ADVOCATES, INC. 403(B) (#002)$2.3M
Total $53.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • ADVOCATES, INC. 401(K) (#001)2,715
  • ADVOCATES, INC. 403(B) (#002)2,715
Total 5,430Select a row to open it

Benefits portfolio analytics

1 plan / $16.3M premiums / 2,025 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$17.7M
  • Prescription drug$17.7M
  • Other$866K
  • Life$786K
  • Short-term disability$632K
  • Long-term disability$632K
  • +1 more
Total $18.7M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

ADVOCATES, INC. 401(K) PLAN

401(k)

Assets$51.1M
Participants2,715
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

ADVOCATES, INC. 403(B) PLAN

403(b)

Assets$2.3M
Participants2,715
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

ADVOCATES, INC. FLEXIBLE BENEFITS PLAN

Mixed - TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.

Premiums$16.3M
Covered lives2,025
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001ADVOCATES, INC. 401(K) PLAN401(k)$51.1M2,7152025
#002ADVOCATES, INC. 403(B) PLAN403(b)$2.3M2,7152025
  • ADVOCATES, INC. 401(K) PLAN$51.1M
    #001 · 401(k) · 20252,715
  • ADVOCATES, INC. 403(B) PLAN$2.3M
    #002 · 403(b) · 20252,715

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501ADVOCATES, INC. FLEXIBLE BENEFITS PLANMixedTUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.$16.3M2,0252025
  • ADVOCATES, INC. FLEXIBLE BENEFITS PLAN$16.3M
    #501 · Mixed · TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC. · 20252,025
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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