# NORWELL VNA AND HOSPICE HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **NORWELL VISITING NURSE ASSOC., INC.** (dba NORWELL VNA AND HOSPICE). Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | NORWELL VISITING NURSE ASSOC., INC. |
| EIN | 042104797 |
| Plan number | 501 |
| Plan year | 2024 |
| Location | NORWELL, MA |
| Industry | medical practice |
| Funding | fully insured |
| Total premiums | $3.6M |
| Participants | 268 |
| Persons covered | 297 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| MASS GENERAL BRIGHAM HEALTH PLAN | Health, Rx, HMO, PPO |
| SUN LIFE FINANCIAL | Dental |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Life, LTD, Other |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, Other |
| EYEMED VISION CARE | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | MASS GENERAL BRIGHAM HEALTH PLAN |
| HUB INTERNATIONAL MIDWEST LIMITED | SUN LIFE ASSURANCE COMPANY OF CANADA |
| ALERA GROUP, INC. | SUN LIFE ASSURANCE COMPANY OF CANADA |
| HUB INTERNATIONAL MIDWEST LIMITED | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA |
| INDIGO INSURANCE SERVICES | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA |
| COMPREHENSIVE BENEFIT ADMINISTRATOR | EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA |
| ANDREA R. HENCHEY | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| JEFFREY RAYMOND DUBE | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ENROLLMENT SOLUTIONS LTD | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| MARY-JOYCE LICATA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| INSPIRED INC | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| ASHLEY FOLLIS | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/042104797-501
- Cite as: PlanOptica, https://planoptica.com/welfare/042104797-501
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