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
Filings through .
Clearplan, LLC
EIN 46-3464356Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Health & Benefits
1
$2.9M premiums
Participants
420
287 TURNPIKE ROAD, SUITE 225 - WESTBOROUGH, MA 01581888-249-7990
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $2.9M premiums / 341 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CLEARPLAN LLC 401(K) PLAN
401(k)
Assets$17.7M
Participants206
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
CLEARPLAN LLC BENEFITS PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.9M
Covered lives341
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CLEARPLAN LLC 401(K) PLAN | 401(k) | $17.7M | 206 | 2024 |
- #001 · 401(k) · 2024206
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025341
Retirement plans
Health & Benefits plans