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Filings through Oct 24, 2026.

Toolsgroup, Inc.

EIN 84-1690934-computer software-Latest filing 2025
Plans
4
Retirement
1
$10.0M assets
Health & Benefits
3
$3.6M premiums
Participants
289
101 FEDERAL STREET SUITE 550, STE920 - BOSTON, MA 02110857-228-0717toolsgroup.comLinkedIn201-500 employeescomputer software
Plans on this EIN
4 filings
#001401(k)-$10.0M - 109 part#501Fully insured-$1.8M - 225 lives#503Fully insured-$1.7M - 169 lives#502Fully insured-$77K - 99 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.

Benefits portfolio analytics

3 plans / $3.6M premiums / 493 covered lives

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
Total $1.7M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

TOOLSGROUP, INC. 401(K) PLAN

401(k)

Assets$10.0M
Participants109
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

TOOLSGROUP, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully insured - BLUECROSS BLUESHEILD OF MASSACHUSETTS, INC.

Premiums$1.8M
Covered lives225
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

TOOLSGROUP, INC. GROUP WRAP PLAN

Fully insured - BLUECROSS BLUESHEILD OF MASSACHUSETTS, INC.

Premiums$1.7M
Covered lives169
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

TOOLSGROUP, INC. LIFE AND DISABILITY PLAN

Fully insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$77K
Covered lives99
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001TOOLSGROUP, INC. 401(K) PLAN401(k)$10.0M1092025
  • TOOLSGROUP, INC. 401(K) PLAN$10.0M
    #001 · 401(k) · 2025109

Health & Benefits plans

3 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501TOOLSGROUP, INC. HEALTH AND WELFARE BENEFIT PLANFully insuredBLUECROSS BLUESHEILD OF MASSACHUSETTS, INC.$1.8M2252024
#503TOOLSGROUP, INC. GROUP WRAP PLANFully insuredBLUECROSS BLUESHEILD OF MASSACHUSETTS, INC.$1.7M1692025
#502TOOLSGROUP, INC. LIFE AND DISABILITY PLANFully insuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$77K992024
  • TOOLSGROUP, INC. HEALTH AND WELFARE BENEFIT PLAN$1.8M
    #501 · Fully insured · BLUECROSS BLUESHEILD OF MASSACHUSETTS, INC. · 2024225
  • TOOLSGROUP, INC. GROUP WRAP PLAN$1.7M
    #503 · Fully insured · BLUECROSS BLUESHEILD OF MASSACHUSETTS, INC. · 2025169
  • TOOLSGROUP, INC. LIFE AND DISABILITY PLAN$77K
    #502 · Fully insured · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 202499
Retirement plans
Health & Benefits plans

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