Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Prescription drug$2.0M
- Life$231K
- Other$231K
- Short-term disability$196K
- Long-term disability$196K
- +2 more
Sponsor portfolio
POTPOURRI GROUP, INC.
EIN 52-2078918retailLatest filing 2025
Plans
3
Retirement
1
$31.1M assets
Welfare
2
$2.3M premiums
Participants
713
101 BILLERICA AVE., BLDG. 2 - NORTH BILLERICA, MA 01862978-256-4100potpourrigroup.comLinkedIn501-1000 employeesretail
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.3M premiums / 367 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- USABLE LIFE8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- DELTA DENTAL OF CALIFORNIA1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
27%top
- INDIGO INSURANCE SERVICES27%
- NFP INSURANCE SERVICES INC23%
- BALDWIN KRYSTYN SHERMAN PARTNERS19%
- JEFFREY BASTIEN13%
- LORI ANN MARTINEZ7%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
POTPOURRI GROUP, INC. 401(K) RETIREMENT AND SAVINGS PLAN
401k
Assets$31.1M
Participants379
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
POTPOURRI GROUP, INC. EMPLOYEE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.3M
Covered lives367
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
POTPOURRI GROUP, INC. HRA PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POTPOURRI GROUP, INC. 401(K) RETIREMENT AND SAVINGS PLAN | 401k | $31.1M | 379 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | POTPOURRI GROUP, INC. EMPLOYEE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.3M | 367 | 2025 | |
| 502 | POTPOURRI GROUP, INC. HRA PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans