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Sponsor portfolio

CLEARVIEW HEALTHCARE PARTNERS LLC

EIN 26-1597664-management consulting-Latest filing 2025
Plans
2
Retirement
1
$45.1M assets
Welfare
1
$3.9M premiums
Participants
1,230
275 WASHINGTON ST., STE 405 - NEWTON, MA 02458617-340-2380clearviewhcp.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$45.1M - 742 part#502Fully Insured-$3.9M - 496 lives

Benefits portfolio analytics

1 plan / $3.9M premiums / 496 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.7M
  • Dental$3.7M
  • Prescription drug$3.7M
  • Life$169K
  • Short-term disability$169K
  • Long-term disability$169K
  • +2 more
Total $3.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • SYMETRA LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
Total $3.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • IMA, INC.93%
  • INDIGO INSURANCE SERVICES7%
Total $127K2 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

CLEARVIEW HEALTHCARE PARTNERS RETIREMENT SAVINGS PLAN

401k

Assets$45.1M
Participants742
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLEARVIEW HEALTHCARE PARTNERS LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.9M
Covered lives496
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CLEARVIEW HEALTHCARE PARTNERS RETIREMENT SAVINGS PLAN401k$45.1M7422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLEARVIEW HEALTHCARE PARTNERS LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.9M4962025
Retirement plans
Welfare plans
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