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  2. SAGA INNOVATIONS, INC.
Sponsor portfolio

SAGA INNOVATIONS, INC.

EIN 47-2168942-education management-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$1.9M premiums
Participants
373
10 LAUDHOLM ROAD - NEWTON, MA 02458866-859-5977sagainnovations.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001401k-$3.2M - 177 part#501Fully Insured-$1.9M - 313 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 313 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Prescription drug$1.9M
  • Life$31K
  • Short-term disability$31K
  • Other$31K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • BLUE CROSS OF CALIFORNIA1%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • GALLAGHER BENEFIT SERVICES, INC.47%
  • MARK F BAILEY46%
  • MFB FINANCIAL INC6%
Total $90K3 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

SAGA INNOVATIONS 401(K) PLAN

401k

Assets$3.2M
Participants177
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SAGA EDUCATION 2024 WRAP DOC

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAGA INNOVATIONS 401(K) PLAN401k$3.2M1772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SAGA EDUCATION 2024 WRAP DOCFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M3132025
Retirement plans
Welfare plans
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