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Sponsor portfolio

HALLMARK HEALTH CARE SOLUTIONS, INC.

EIN 27-3992592-medical practice-Latest filing 2025
Plans
4
Retirement
1
$2.8M assets
Welfare
3
$4.1M premiums
Participants
390
20 CITY SQUARE. SUITE 202 - CHARLESTON, MA 02129830-353-1792LinkedIn1-10 employeesmedical practice
Plans on this EIN
4 filings
#001401k-$2.8M - 186 part#504Fully Insured-$2.2M - 267 lives#502Fully Insured-$1.8M - 270 lives#501Fully Insured-$78K - 208 lives

Benefits portfolio analytics

3 plans / $4.1M premiums / 745 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Prescription drug$2.1M
  • Other$117K
  • Life$113K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • AETNA LIFE INSURANCE COMPANY95%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • LOCKTON COMPANIES, LLC69%
  • BROWN & BROWN INSURANCE SERVICES31%
Total $116K2 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

HALLMARK HEALTH CARE SOLUTIONS INC. 401(K) PLAN

401k

Assets$2.8M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

HALLMARK HEALTH CARE SOLUTIONS, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$2.2M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HALLMARK HEALTH CARE SOLUTIONS MEDICAL, DENTAL AND VISION PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

HALLMARK HEALTH CARE SOLUTIONS LIFE AND DISABILITY PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$78K
Covered lives208
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALLMARK HEALTH CARE SOLUTIONS INC. 401(K) PLAN401k$2.8M1862024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
504HALLMARK HEALTH CARE SOLUTIONS, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$2.2M2672025
502HALLMARK HEALTH CARE SOLUTIONS MEDICAL, DENTAL AND VISION PLANFully InsuredAETNA LIFE INSURANCE COMPANY$1.8M2702024
501HALLMARK HEALTH CARE SOLUTIONS LIFE AND DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$78K2082024
Retirement plans
Welfare plans
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