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Sponsor portfolio

BOSTON DOCUMENT SYSTEMS, INC.

EIN 90-0652406-Latest filing 2025
Plans
2
Retirement
1
$3.7M assets
Welfare
1
$835K premiums
Participants
231
417 SOUTH STREET, SUITE 9 - MARLBOROUGH, MA 01752800-616-8576
Plans on this EIN
2 filings
#001401k-$3.7M - 121 part#501Fully Insured-$835K - 212 lives

Benefits portfolio analytics

1 plan / $835K premiums / 212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$824K
  • Dental$824K
  • Vision$824K
  • Prescription drug$824K
  • Other$11K
  • Life$4K
Total $835K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $835K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • CROSS BENEFIT SOLUTIONS98%
  • CROSS INSURANCE1%
  • INDIGO INSURANCE SERVICES1%
Total $27K3 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

BOSTON DOCUMENT SYSTEMS PLAN

401k

Assets$3.7M
Participants121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BOSTON DOCUMENT SYSTEMS, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$835K
Covered lives212
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BOSTON DOCUMENT SYSTEMS PLAN401k$3.7M1212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BOSTON DOCUMENT SYSTEMS, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$835K2122025
Retirement plans
Welfare plans
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