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Sponsor portfolio

MILLSTONE MEDICAL OUTSOURCING

EIN 84-1654439-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$4.8M premiums
Participants
1,219
580 COMMERCE DRIVE - FALL RIVER, MA 02720508-679-8384
Plans on this EIN
2 filings
#001401k-$16.0M - 654 part#501Fully Insured-$4.8M - 577 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 577 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Dental$4.6M
  • Prescription drug$4.6M
  • Life$174K
  • Short-term disability$174K
  • Long-term disability$174K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • SUN LIFE ASSURANCE COMPANY OF CANADA4%
  • EYEMED VISION CARE1%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • UNKNOWN71%
  • LOCKTON COMPANIES, LLC23%
  • PROFESSIONAL GROUP PLANS INC5%
Total $163K3 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

MILLSTONE MEDICAL OUTSOURCING, LLC 401(K) RETIREMENT PLAN

401k

Assets$16.0M
Participants654
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILLSTONE MEDICAL OUTSOURCING HEALTH AND WELFARE PLAN

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

Premiums$4.8M
Covered lives577
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILLSTONE MEDICAL OUTSOURCING, LLC 401(K) RETIREMENT PLAN401k$16.0M6542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILLSTONE MEDICAL OUTSOURCING HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.8M5772025
Retirement plans
Welfare plans
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