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Sponsor portfolio

AFFINITY GROUP, INC.

EIN 27-2692871-Latest filing 2025
Plans
2
Retirement
1
$49.2M assets
Welfare
1
$1.8M premiums
Participants
515
44 RIVER ST - SOUTHBRIDGE, MA 015501834508-765-0201LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$49.2M - 307 part#501Mixed-$1.8M - 207 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 207 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$156K
  • Life$156K
  • Long-term disability$156K
  • Other$156K
  • Vision$12K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • MASS GENERAL BRIGHAM HEALTH PLAN91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • EYEMED VISION CARE1%
Total $1.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • NFP INSURANCE SERVICES INC100%
Total $61K1 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

AFFINITY GROUP, INC. RETIREMENT PLAN

401k

Assets$49.2M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AFFINITY GROUP, INC. CONSOLIDATED WELFARE BENEFIT PLAN

Mixed - MASS GENERAL BRIGHAM HEALTH PLAN

Premiums$1.8M
Covered lives207
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AFFINITY GROUP, INC. RETIREMENT PLAN401k$49.2M3072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AFFINITY GROUP, INC. CONSOLIDATED WELFARE BENEFIT PLANMixedMASS GENERAL BRIGHAM HEALTH PLAN$1.8M2072025
Retirement plans
Welfare plans
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