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Sponsor portfolio

WILLIAMSMARSTON LLC

EIN 46-4311251-management consulting-Latest filing 2025
Plans
2
Retirement
1
$34.5M assets
Welfare
1
$2.0M premiums
Participants
533
1 WASHINGTON MALL, FLOOR 9 - BOSTON, MA 02108617-982-6699williamsmarston.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$34.5M - 319 part#501Mixed-$2.0M - 321 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 321 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Short-term disability$44K
  • Vision$17K
Total $2.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA2%
  • VISION SERVICE PLAN1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • RSC INSURANCE BROKERAGE INC98%
  • SELMAN & COMPANY, LLC2%
Total $102K2 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

WILLIAMSMARSTON LLC RETIREMENT PLAN

401k

Assets$34.5M
Participants319
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WILLIAMSMARSTON LLC HEALTH & WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS INC.

Premiums$2.0M
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001WILLIAMSMARSTON LLC RETIREMENT PLAN401k$34.5M3192025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WILLIAMSMARSTON LLC HEALTH & WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS INC.$2.0M3212025
Retirement plans
Welfare plans
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