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Sponsor portfolio

AMETROS FINANCIAL CORPORATION

EIN 27-3328821-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$2.1M premiums
Participants
181
200 BALLARDVALE ST, SUITE 350 - WILMINGTON, MA 01887978-315-1608
Plans on this EIN
2 filings
#001401k-$4.0M - 181 part#501Fully Insured-$2.1M - 273 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 273 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Life$81K
  • Short-term disability$81K
  • Long-term disability$81K
  • +1 more
Total $2.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $2.1M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $67K1 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

AMETROS 401K PLAN

401k

Assets$4.0M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMETROS FINANCIAL CORPORATION HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.1M
Covered lives273
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMETROS 401K PLAN401k$4.0M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMETROS FINANCIAL CORPORATION HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.1M2732024
Retirement plans
Welfare plans
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