Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$158K
- Vision$94K
- Life$94K
- Long-term disability$94K
- Other$94K
Filings through .
Ballentine Partners, LLC
EIN 27-1557796Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
4
Retirement
1
$37.4M assets
Health & Benefits
3
$251K premiums
Participants
530
PO BOX 1860 - WOLFEBORO, NH 03894603-569-1717
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $251K premiums / 434 covered lives
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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
BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$37.4M
Participants165
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
BALLENTINE CONSOLIDATED DENTAL PLAN
Fully insured - DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.
Premiums$158K
Covered lives306
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
BALLENTINE CONSOLIDATED WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$94K
Covered lives128
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
BALLENTINE PARTNERS
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $37.4M | 165 | 2025 |
- #001 · 401(k) · 2025165
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | BALLENTINE CONSOLIDATED DENTAL PLAN | Fully insured | DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC. | $158K | 306 | 2025 |
| #501 | BALLENTINE CONSOLIDATED WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $94K | 128 | 2025 |
| #503 | BALLENTINE PARTNERS | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC. · 2025306
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025128
- #503 · Self-funded · 20250
Retirement plans
Health & Benefits plans