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Sponsor portfolio

IMPAX ASSET MANAGEMENT LLC

EIN 27-1374824-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$28.2M assets
Welfare
1
$2.0M premiums
Participants
242
30 PENHALLOW STREET, SUITE 400 - PORTSMOUTH, NH 03801603-431-8022
Plans on this EIN
2 filings
#001401k-$28.2M - 130 part#501Fully Insured-$2.0M - 111 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 111 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$175K
  • Life$101K
  • Long-term disability$101K
  • Other$101K
  • Vision$10K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • MATTHEW THORNTON HEALTH PLAN, INC.86%
  • DELTA DENTAL OF CALIFORNIA9%
  • HARTFORD LIFE AND ACCIDENT5%
  • RED TREE INSURANCE COMPANY, INC.0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • SENTINEL INSURANCE AGENCY, INC.100%
  • COMBINED SERVICES LLC0%
Total $91K2 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

IMPAX ASSET MANAGEMENT 401(K) RETIREMENT PLAN

401k

Assets$28.2M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IMPAX ASSET MANANGEMENT LLC WELFARE BENEFIT PLAN

Fully Insured - MATTHEW THORNTON HEALTH PLAN, INC.

Premiums$2.0M
Covered lives111
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001IMPAX ASSET MANAGEMENT 401(K) RETIREMENT PLAN401k$28.2M1302025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IMPAX ASSET MANANGEMENT LLC WELFARE BENEFIT PLANFully InsuredMATTHEW THORNTON HEALTH PLAN, INC.$2.0M1112024
Retirement plans
Welfare plans
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