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Sponsor portfolio

BOSTON PARTNERS GLOBAL INVESTORS, INC.

EIN 98-0202744-Latest filing 2025
Plans
2
Retirement
1
$144.3M assets
Welfare
1
$6.6M premiums
Participants
475
ONE BEACON STREET, 30TH FLOOR - BOSTON, MA 02108617-832-8151
Plans on this EIN
2 filings
#004401k-$144.3M - 280 part#506Fully Insured-$6.6M - 188 lives

Benefits portfolio analytics

1 plan / $6.6M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.7M
  • Prescription drug$5.7M
  • Life$516K
  • Dental$337K
  • Short-term disability$51K
  • Long-term disability$51K
Total $6.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • BLUE CROSS OF CALIFORNIA86%
  • METROPOLITAN LIFE INSURANCE COMPANY9%
  • AETNA LIFE INSURANCE COMPANY5%
Total $6.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • AP BENEFIT ADVISORS, LLC76%
  • NEW ENGLAND EMPLOYEE BENEFITS CO24%
Total $235K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

BOSTON PARTNERS RETIREMENT SAVINGS PLAN

401k

Assets$144.3M
Participants280
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

BOSTON PARTNERS GLOBAL INVESTORS, INC. GROUP BENEFITS PLAN

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

Premiums$6.6M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004BOSTON PARTNERS RETIREMENT SAVINGS PLAN401k$144.3M2802024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506BOSTON PARTNERS GLOBAL INVESTORS, INC. GROUP BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$6.6M1882025
Retirement plans
Welfare plans
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