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  2. ADVOCATES, INC.
Sponsor portfolioTH

ADVOCATES, INC.

EIN 23-7451423-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$53.3M assets
Welfare
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
#001401k-$51.1M - 2,715 part#002403b-$2.3M - 2,715 part#501Mixed-$16.3M - 2,025 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

96%top
  • ADVOCATES, INC. 401(K) (#001)96%
  • ADVOCATES, INC. 403(B) (#002)4%
Total $53.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ADVOCATES, INC. 401(K) (#001)2,715
  • ADVOCATES, INC. 403(B) (#002)2,715
Total 5,430Click row to drill in

Benefits portfolio analytics

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

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$15.4M
  • Prescription drug$15.4M
  • Other$814K
  • Life$753K
  • Short-term disability$579K
  • Long-term disability$579K
  • +1 more
Total $16.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • TUFTS ASSOCIATED HEALTH MAINTENANCE ORG., INC.94%
  • STANDARD INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • EYEMED VISION CARE1%
  • +1 more
Total $16.3M6 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • GALLAGHER BENEFIT SERVICES, INC.89%
  • ADP INC5%
  • ENROLLMENT SOLUTIONS LTD2%
  • COLGATE BENEFITS INC2%
  • JEFFREY RAYMOND DUBE1%
  • +3 more
Total $395K8 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

ADVOCATES, INC. 401(K) PLAN

401k

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

ADVOCATES, INC. 403(B) PLAN

403b

Assets$2.3M
Participants2,715
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVOCATES, INC. FLEXIBLE BENEFITS PLAN

Mixed - TUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.

Premiums$16.3M
Covered lives2,025
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001ADVOCATES, INC. 401(K) PLAN401k$51.1M2,7152025
002ADVOCATES, INC. 403(B) PLAN403b$2.3M2,7152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVOCATES, INC. FLEXIBLE BENEFITS PLANMixedTUFTS ASSOCIATED HEALTH MAINTENANCE ORGANIZATION, INC.$16.3M2,0252025
Retirement plans
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