PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Audax Management Company, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Audax Management Company, LLC

EIN 92-3915555-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$101.2M assets
Health & Benefits
2
$9.8M premiums
Participants
638
101 HUNTINGTON AVENUE, 24TH FLOOR - BOSTON, MA 02199617-859-1583
Plans on this EIN
3 filings
#001401(k)-$101.2M - 638 part#501Fully insured-$9.5M - 933 lives#503Fully insured-$306K - 493 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $9.8M premiums / 1,426 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$8.8M
  • Prescription drug$8.8M
  • Dental$554K
  • Life$306K
  • Short-term disability$306K
  • Long-term disability$306K
  • +2 more
Total $9.8M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

AUDAX 401(K) SAVINGS PLAN

401(k)

Assets$101.2M
Participants638
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AUDAX MANAGEMENT COMPANY, LLC WELFARE BENEFIT PLAN

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

Premiums$9.5M
Covered lives933
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

AUDAX MANAGEMENT COMPANY, LLC GROUP LIFE AND DISABILITY PLAN

Fully insured - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$306K
Covered lives493
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AUDAX 401(K) SAVINGS PLAN401(k)$101.2M6382025
  • AUDAX 401(K) SAVINGS PLAN$101.2M
    #001 · 401(k) · 2025638

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AUDAX MANAGEMENT COMPANY, LLC WELFARE BENEFIT PLANFully insuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$9.5M9332025
#503AUDAX MANAGEMENT COMPANY, LLC GROUP LIFE AND DISABILITY PLANFully insuredRELIANCE STANDARD LIFE INSURANCE COMPANY$306K4932025
  • AUDAX MANAGEMENT COMPANY, LLC WELFARE BENEFIT PLAN$9.5M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025933
  • AUDAX MANAGEMENT COMPANY, LLC GROUP LIFE AND DISABILITY PLAN$306K
    #503 · Fully insured · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025493
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica