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  1. Companies/
  2. CREATIVE FINANCIAL STAFFING
Sponsor portfolioTH

CREATIVE FINANCIAL STAFFING

EIN 47-1008886-Latest filing 2025
Plans
3
Retirement
2
$280.2M assets
Welfare
1
$3.1M premiums
Participants
1,945
21 CUSTOM HOUSE STREET, SUITE 210 - BOSTON, MA 02110617-880-7600
Plans on this EIN
3 filings
#002ESOP-$253.4M - 699 part#001401k-$26.9M - 983 part#501Mixed-$3.1M - 415 lives

Retirement portfolio analytics

2 plans aggregated / $280.2M assets / 1,682 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • EMPLOYEE STOCK OWNERSHIP (#002)90%
  • FINANCIAL STAFFING 401(K) (#001)10%
Total $280.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
90%top
  • (Not disclosed)90%
  • PARK AVENUE SECURITIES LLC10%
Total $280.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FINANCIAL STAFFING 401(K) (#001)983
  • EMPLOYEE STOCK OWNERSHIP (#002)699
Total 1,682Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 415 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.0M
  • Prescription drug$3.0M
  • Life$59K
  • Long-term disability$59K
  • Other$59K
  • Vision$35K
Total $3.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • HARTFORD LIFE AND ACCIDENT2%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $3.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
92%top
  • PATRIOT GROWTH INSURANCE SERVICES92%
  • INDIGO INSURANCE SERVICES5%
  • MICHAEL J. MURRAY3%
Total $81K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FIRST AMENDED AND RESTATED CREATIVE FINANCIAL STAFFING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$253.4M
Participants699
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CREATIVE FINANCIAL STAFFING 401(K) PLAN

401k

Assets$26.9M
Participants983
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CREATIVE FINANCIAL STAFFING WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$3.1M
Covered lives415
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FIRST AMENDED AND RESTATED CREATIVE FINANCIAL STAFFING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$253.4M6992024
001CREATIVE FINANCIAL STAFFING 401(K) PLAN401k$26.9M9832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CREATIVE FINANCIAL STAFFING WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$3.1M4152025
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