Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Prescription drug$1.9M
- Dental$76K
- Short-term disability$27K
- Long-term disability$24K
- Life$14K
- +2 more
Sponsor portfolio
SOCIAL FINANCE, INC.
EIN 27-4620963non-profit organization managementLatest filing 2025
Plans
2
Retirement
1
$12.3M assets
Welfare
1
$2.1M premiums
Participants
294
2 ATLANTIC AVE, 5TH FLOOR - BOSTON, MA 02110617-939-9900socialfinance.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 120 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA3%
- EYEMED VISION CARE0%
Broker market share
Schedule A broker compensation
99%top
- BROWN & BROWN INSURANCE SERVICES99%
- YOZELL INSURANCE, A DIVISION OF BRO1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOCIAL FINANCE, INC. 403(B) PLAN
403b
Assets$12.3M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOCIAL FINANCE GROUP BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.1M
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOCIAL FINANCE, INC. 403(B) PLAN | 403b | $12.3M | 172 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOCIAL FINANCE GROUP BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.1M | 120 | 2025 |
Retirement plans
Welfare plans