Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Other$75K
- Life$57K
- Short-term disability$57K
- +1 more
Sponsor portfolio
TOOLSGROUP, INC
EIN 84-1690934computer softwareLatest filing 2025
Plans
4
Retirement
1
$7.8M assets
Welfare
3
$3.6M premiums
Participants
289
101 FEDERAL STREET, SUITE 550 - BOSTON, MA 02110617-263-0080toolsgroup.comLinkedIn201-500 employeescomputer software
Benefits portfolio analytics
3 plans / $3.6M premiums / 493 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- BLUE CROSS OF CALIFORNIA96%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA3%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
97%top
- NFP INSURANCE SERVICES INC97%
- INDIGO INSURANCE SERVICES4%
- BULFINCH GROUP INSURANCE AGY0%
- CHRIS GUZEWICH-1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOOLSGROUP, INC. 401(K) PLAN
401k
Assets$7.8M
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOOLSGROUP, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHEILD OF MASSACHUSETTS, INC.
Premiums$1.8M
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
TOOLSGROUP, INC. GROUP WRAP PLAN
Fully Insured - BLUECROSS BLUESHEILD OF MASSACHUSETTS, INC.
Premiums$1.7M
Covered lives169
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
TOOLSGROUP, INC. LIFE AND DISABILITY PLAN
Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Premiums$77K
Covered lives99
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOOLSGROUP, INC. 401(K) PLAN | 401k | $7.8M | 109 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOOLSGROUP, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHEILD OF MASSACHUSETTS, INC. | $1.8M | 225 | 2024 | |
| 503 | TOOLSGROUP, INC. GROUP WRAP PLAN | Fully Insured | BLUECROSS BLUESHEILD OF MASSACHUSETTS, INC. | $1.7M | 169 | 2025 | |
| 502 | TOOLSGROUP, INC. LIFE AND DISABILITY PLAN | Fully Insured | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | $77K | 99 | 2024 |
Retirement plans
Welfare plans