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Sponsor portfolio

STAVROS CENTER FOR INDEPENDENT LIVING, INC.

EIN 51-0172014-Health Care and Social Assistance-Latest filing 2025
Plans
3
Retirement
2
$4.1M assets
Welfare
1
$1.4M premiums
Participants
419
210 OLD FARM ROAD - AMHERST, MA 010022300413-256-0473stavros.orgLinkedIn1-10 employees
Plans on this EIN
3 filings
#001403b-$3.0M - 188 part#002401k-$1.0M - 125 part#501Fully Insured-$1.4M - 173 lives

Retirement portfolio analytics

2 plans aggregated / $4.1M assets / 313 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • STAVROS RETIREMENT 403(B) (#001)75%
  • STAVROS 401(K) (#002)25%
Total $4.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • STAVROS RETIREMENT 403(B) (#001)188
  • STAVROS 401(K) (#002)125
Total 313Click row to drill in

Benefits portfolio analytics

1 plan / $1.4M premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.3M
  • Dental$75K
  • Other$31K
  • Life$27K
  • Long-term disability$27K
Total $1.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DELTA DENTAL OF CALIFORNIA5%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
  • ESI EMPLOYEE ASSISTANCE GROUP0%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $33K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

STAVROS RETIREMENT 403(B) PLAN

403b

Assets$3.0M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

STAVROS 401(K) PLAN

401k

Assets$1.0M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

STAVROS CENTER FOR INDEPENDENT LIVING INC EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$1.4M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001STAVROS RETIREMENT 403(B) PLAN403b$3.0M1882024
002STAVROS 401(K) PLAN401k$1.0M1252025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501STAVROS CENTER FOR INDEPENDENT LIVING INC EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$1.4M1732025
Retirement plans
Welfare plans
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