Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	AUDAX MANAGEMENT COMPANY, LLC WELFARE BENEFIT PLAN	Fully Insured	BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.	$9.5M	933	2025
503	AUDAX MANAGEMENT COMPANY, LLC GROUP LIFE AND DISABILITY PLAN	Fully Insured	RELIANCE STANDARD LIFE INSURANCE COMPANY	$306K	493	2025

Retirement plans

Welfare plans

Sponsor portfolio

AUDAX MANAGEMENT COMPANY, LLC

EIN 92-3915555Latest filing 2025

Plans

Retirement

$80.4M assets

Welfare

$9.8M premiums

Participants

591

101 HUNTINGTON AVENUE, 24TH FLOOR - BOSTON, MA 02199617-859-1696

Plans on this EIN

3 filings

#001401k-$80.4M - 591 part #501Fully Insured-$9.5M - 933 lives #503Fully Insured-$306K - 493 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

90%top

BLUE CROSS OF CALIFORNIA90%
DELTA DENTAL OF CALIFORNIA6%
RELIANCE STANDARD LIFE INSURANCE COMPANY3%
VISION SERVICE PLAN1%

Broker market share

Schedule A broker compensation

Single broker

100%top

GALLAGHER BENEFIT SERVICES, INC.100%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#001

AUDAX 401(K) SAVINGS PLAN

401k

Assets$80.4M

Participants591

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501