Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.7M
- Dental$5.7M
- Prescription drug$5.7M
- Life$429K
- Short-term disability$429K
- Long-term disability$429K
- +1 more
Sponsor portfolio
THE COLONY GROUP, LLC
EIN 90-0751149retailLatest filing 2024
Plans
2
Retirement
1
$269.5M assets
Welfare
1
$6.1M premiums
Participants
1,168
ONE BOSTON PLACE, 201 WASHINGTON STREET, 11TH FLOOR - BOSTON, MA 02108617-723-8200colonyrug.comLinkedIn11-50 employeesretail
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.1M premiums / 522 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
62%top
- SENTINEL INSURANCE AGENCY, INC.62%
- DONALD C SAVOY INC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$269.5M
Participants638
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE COLONY GROUP, LLC WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$6.1M
Covered lives522
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE COLONY GROUP, LLC 401(K) PROFIT SHARING PLAN | 401k | $269.5M | 638 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE COLONY GROUP, LLC WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $6.1M | 522 | 2024 |
Retirement plans
Welfare plans