Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.7M
- Dental$2.7M
- Vision$2.7M
- Life$45K
- Short-term disability$38K
- Long-term disability$23K
Sponsor portfolio
CLEARPLAN, LLC
EIN 46-3464356Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$2.9M premiums
Participants
420
287 TURNPIKE ROAD, SUITE 225 - WESTBOROUGH, MA 01581888-249-7990
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 341 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- STANDARD INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEARPLAN LLC 401(K) PLAN
401k
Assets$17.7M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEARPLAN LLC BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.9M
Covered lives341
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEARPLAN LLC 401(K) PLAN | 401k | $17.7M | 206 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEARPLAN LLC BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.9M | 341 | 2025 |
Retirement plans
Welfare plans