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Sponsor portfolio

CASE FMS, LLC.

EIN 27-0610127-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$3.6M assets
Welfare
1
$965K premiums
Participants
289
356 JOHN L. DIETSCH BLVD - NORTH ATTLEBORO, MA 02763888-978-7669
Plans on this EIN
2 filings
#001401k-$3.6M - 152 part#501Fully Insured-$965K - 187 lives

Benefits portfolio analytics

1 plan / $965K premiums / 187 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$874K
  • Dental$67K
  • Life$13K
  • Other$13K
  • Vision$11K
Total $965K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • HARVARD PILGRIM HEALTH CARE91%
  • BLUE CROSS OF CALIFORNIA7%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • EYEMED VISION CARE1%
Total $965K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HILB GROUP OF NEW ENGLAND100%
Total $66K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CASE FMS, LLC 401(K) PLAN

401k

Assets$3.6M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CASE FMS, LLC EMPLOYEE BENEFIT PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$965K
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CASE FMS, LLC 401(K) PLAN401k$3.6M1522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CASE FMS, LLC EMPLOYEE BENEFIT PLANFully InsuredHARVARD PILGRIM HEALTH CARE$965K1872025
Retirement plans
Welfare plans
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