Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.0M
- Dental$2.0M
- Life$118K
- Short-term disability$118K
- Long-term disability$118K
- Other$118K
- +1 more
Sponsor portfolioTH
UMASS AMHERST FOUNDATION, INC.
EIN 54-2084125civic & social organizationLatest filing 2025
Plans
2
Retirement
1
$7.8M assets
Welfare
1
$2.1M premiums
Participants
286
134 HICKS WAY - AMHERST, MA 01003413-545-2868umassamherstfoundation.comLinkedIn1-10 employeescivic & social organization
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 257 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- RELIANCE STANDARD LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UMASS - AMHERST FOUNDATION RETIREMENT PLAN
401k
Assets$7.8M
Participants146
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
UMASS AMHERST FOUNDATION INC HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MA
Premiums$2.1M
Covered lives257
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UMASS - AMHERST FOUNDATION RETIREMENT PLAN | 401k | $7.8M | 146 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UMASS AMHERST FOUNDATION INC HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MA | $2.1M | 257 | 2025 |
Retirement plans
Welfare plans