Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.9M
- Life$616K
- Short-term disability$616K
- Long-term disability$616K
- Other$616K
- Vision$128K
Sponsor portfolio
ENGAGESMART, INC.
EIN 83-2785225computer softwareLatest filing 2024
Plans
2
Retirement
1
$51.8M assets
Welfare
1
$12.7M premiums
Participants
1,192
30 BRAINTREE HILL OFFICE PARK, SUITE 303 - BRAINTREE, MA 02184781-848-3733engagesmart.comLinkedIn501-1000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $12.7M premiums / 1,430 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- KAISER FOUNDATION HEALTH PLAN INC7%
- HARTFORD LIFE AND ACCIDENT5%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
86%top
- MARSH & MCLENNAN AGENCY LLC86%
- INDIGO INSURANCE SERVICES11%
- HILB GROUP OF NEW ENGLAND3%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ENGAGESMART, INC. 401(K) RETIREMENT PLAN
401k
Assets$51.8M
Participants1,192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ENGAGESMART, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$12.7M
Covered lives1,430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ENGAGESMART, INC. 401(K) RETIREMENT PLAN | 401k | $51.8M | 1,192 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ENGAGESMART, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $12.7M | 1,430 | 2024 |
Retirement plans
Welfare plans