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Sponsor portfolio

SCS CAPITAL MANAGEMENT

EIN 56-2289718-Latest filing 2025
Plans
2
Retirement
1
$33.7M assets
Welfare
1
$999K premiums
Participants
405
888 BOYLSTON STREET, SUITE 1010 - BOSTON, MA 02199617-204-6400
Plans on this EIN
2 filings
#001401k-$33.7M - 182 part#501Fully Insured-$999K - 470 lives

Benefits portfolio analytics

1 plan / $999K premiums / 470 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$912K
  • Prescription drug$912K
  • Dental$87K
  • Vision$87K
  • Life$87K
  • Short-term disability$87K
  • +2 more
Total $999K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA9%
Total $999K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CROSS INSURANCE100%
Total $27K1 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

SCS CAPITAL MANAGEMENT 401(K) PLAN

401k

Assets$33.7M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SCS BENEFITS PLAN

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

Premiums$999K
Covered lives470
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SCS CAPITAL MANAGEMENT 401(K) PLAN401k$33.7M1822024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SCS BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$999K4702025
Retirement plans
Welfare plans
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