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Sponsor portfolio

BUTCHERBOX OPCO, LLC

EIN 81-1450041-food & beverages-Latest filing 2024
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$2.9M premiums
Participants
461
20 GUEST STREET, SUITE 300 - BRIGHTON, MA 02135617-259-5159butcherbox.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$22.5M - 264 part#501Fully Insured-$2.9M - 360 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Dental$2.7M
  • Prescription drug$2.7M
  • Other$143K
  • Life$59K
  • Long-term disability$47K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LORETTA HO SHERBLOM INS AGENCY INC100%
Total $80K1 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

BUTCHERBOX 401(K) PLAN

401k

Assets$22.5M
Participants264
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BUTCHERBOX HEALTH AND WELFARE PLAN

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

Premiums$2.9M
Covered lives360
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BUTCHERBOX 401(K) PLAN401k$22.5M2642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BUTCHERBOX HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.9M3602024
Retirement plans
Welfare plans
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