Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Vision$1.9M
- Prescription drug$1.9M
- Dental$110K
- Life$89K
- Long-term disability$89K
- +1 more
Sponsor portfolio
PARTNERS CAPITAL INVESTMENT GROUP, LLP
EIN 81-4189609individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$2.1M premiums
Participants
373
600 ATLANTIC AVENUE - BOSTON, MA 02210617-292-2570LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 256 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- DELTA DENTAL OF CALIFORNIA5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PARTNERS CAPITAL INVESTMENT GROUP, LLP 401K PLAN
401k
Assets$19.8M
Participants211
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PARTNERS CAPITAL INVESTMENT GROUP, LLP HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$2.1M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PARTNERS CAPITAL INVESTMENT GROUP, LLP 401K PLAN | 401k | $19.8M | 211 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PARTNERS CAPITAL INVESTMENT GROUP, LLP HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $2.1M | 256 | 2025 |
Retirement plans
Welfare plans