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Sponsor portfolio

BALLENTINE PARTNERS, LLC

EIN 27-1557796-Latest filing 2025
Plans
4
Retirement
1
$29.7M assets
Welfare
3
$251K premiums
Participants
527
230 THIRD AVE, SIXTH FLOOR - WALTHAM, MA 02451781-314-1300
Plans on this EIN
4 filings
#001401k-$29.7M - 162 part#502Fully Insured-$158K - 306 lives#501Mixed-$94K - 128 lives#503Self Funded-0 lives

Benefits portfolio analytics

3 plans / $251K premiums / 434 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$158K
  • Vision$94K
  • Life$94K
  • Long-term disability$94K
  • Other$94K
Total $251K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • DELTA DENTAL OF CALIFORNIA63%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA37%
Total $251K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CRONIN GERVINO & WARLICK INC100%
Total $19K1 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

BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$29.7M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

BALLENTINE CONSOLIDATED DENTAL PLAN

Fully Insured - DELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.

Premiums$158K
Covered lives306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

BALLENTINE CONSOLIDATED WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$94K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

BALLENTINE PARTNERS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BALLENTINE PARTNERS, LLC 401(K) PROFIT SHARING PLAN401k$29.7M1622024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502BALLENTINE CONSOLIDATED DENTAL PLANFully InsuredDELTA DENTAL PLAN OF NEW HAMPSHIRE, INC.$158K3062025
501BALLENTINE CONSOLIDATED WELFARE BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$94K1282025
503BALLENTINE PARTNERSSelf Funded-$002025
Retirement plans
Welfare plans
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