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  2. THE MATHWORKS, INC.
Sponsor portfolio

THE MATHWORKS, INC.

EIN 94-2960235-computer software-Latest filing 2024
Plans
2
Retirement
1
$1.80B assets
Welfare
1
$6.9M premiums
Participants
11,728
3 APPLE HILL DRIVE - NATICK, MA 01760508-647-7000mathworks.comLinkedIn5001-10000 employeescomputer software
Plans on this EIN
2 filings
#001401k-$1.80B - 5,122 part#501Mixed-$6.9M - 7,478 lives

Benefits portfolio analytics

1 plan / $6.9M premiums / 7,478 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$4.2M
  • Other$2.3M
  • Life$2.2M
  • Long-term disability$2.2M
  • Vision$409K
Total $6.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • BLUE CROSS OF CALIFORNIA61%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA31%
  • EYEMED VISION CARE6%
  • COMPSYCH1%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $6.9M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $80K1 slice

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 MATHWORKS 401(K) RETIREMENT PLAN

401k

Assets$1.80B
Participants5,122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MATHWORKS, INC. WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$6.9M
Covered lives7,478
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE MATHWORKS 401(K) RETIREMENT PLAN401k$1.80B5,1222024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MATHWORKS, INC. WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$6.9M7,4782024
Retirement plans
Welfare plans
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