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Sponsor portfolio

DANFORTH ADVISORS, LLC

EIN 45-3326309-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$3.6M premiums
Participants
384
300 5TH AVENUE - WALTHAM, MA 02451586-707-0861
Plans on this EIN
2 filings
#001401k-$12.9M - 185 part#501Fully Insured-$3.6M - 660 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 660 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$3.4M
  • Health$2.0M
  • Vision$1.4M
  • Life$120K
  • Short-term disability$120K
  • Long-term disability$120K
Total $3.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • AETNA LIFE INSURANCE COMPANY39%
  • PRINCIPAL LIFE INSURANCE COMPANY3%
  • EYEMED VISION CARE0%
Total $3.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • OPOC INSURANCE SERVICES LLC57%
  • AON CONSULTING INC24%
  • REB CONSULTING, INC.19%
Total $66K3 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

DANFORTH ADVISORS 401(K) PROFIT SHARING PLAN

401k

Assets$12.9M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DANFORTH ADVISORS

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

Premiums$3.6M
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DANFORTH ADVISORS 401(K) PROFIT SHARING PLAN401k$12.9M1852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DANFORTH ADVISORSFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.6M6602025
Retirement plans
Welfare plans
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