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Sponsor portfolio

MERLIN LABS, INC.

EIN 83-2225245-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$2.2M premiums
Participants
278
100 CAUSEWAY STREET,, 23RD FLOOR - BOSTON, MA 02114760-804-1782
Plans on this EIN
2 filings
#001401k-$6.1M - 154 part#510Fully Insured-$2.2M - 266 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 266 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Vision$2.1M
  • Life$97K
  • Short-term disability$97K
  • Long-term disability$97K
Total $2.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • PRINCIPAL LIFE INSURANCE COMPANY4%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • MATT WAUGH93%
  • AMWINS7%
Total $73K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MERLIN LABS 401(K) PLAN

401k

Assets$6.1M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

MERLIN LABS, INC. EMPLOYEE WELFARE BENEFIT PLAN

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

Premiums$2.2M
Covered lives266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERLIN LABS 401(K) PLAN401k$6.1M1542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510MERLIN LABS, INC. EMPLOYEE WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.2M2662025
Retirement plans
Welfare plans
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