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Sponsor portfolio

HOPEDALE MEDICAL FOUNDATION

EIN 37-0808925-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$217K premiums
Participants
524
PO BOX 267 - HOPEDALE, IL 617470267309-449-4364LinkedIn1-10 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$11.9M - 324 part#503Mixed-$217K - 201 lives

Benefits portfolio analytics

1 plan / $217K premiums / 201 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$118K
  • Vision$118K
  • Life$99K
  • Short-term disability$99K
  • Long-term disability$99K
  • Other$99K
Total $217K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • HUMANA INSURANCE COMPANY54%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA46%
Total $217K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • GCG FINANCIAL LLC100%
  • HUB INTERNATIONAL MIDWEST LIMITED0%
Total $22K2 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

HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN

401k

Assets$11.9M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

HOPEDALE MEDICAL FOUNDATION WELFARE BENEFIT PLAN

Mixed - HUMANA INSURANCE COMPANY

Premiums$217K
Covered lives201
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HOPEDALE MEDICAL FOUNDATION 401(K) CASH DEFERRED PROFIT SHARING PLAN401k$11.9M3242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503HOPEDALE MEDICAL FOUNDATION WELFARE BENEFIT PLANMixedHUMANA INSURANCE COMPANY$217K2012025
Retirement plans
Welfare plans
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