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Sponsor portfolioWelfare / HealthEIN 04-1149070

MUTUAL BANCORP

1500 IYANNOUGH ROAD · HYANNIS, MA 02601
5082472226
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$613K
No prior year
Persons covered
721
No prior year
Total participants
720
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$613K
MUTUAL BANCORP ANCILLARY, DENTAL PLANS
Mixed721 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$595K38.8%
Other$478K31.2%
Long-term disability$460K30.0%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LLTDOth
$460K75.0%11720
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
EIN 041590850
L
$135K22.0%1145
ESI EMPLOYEE ASSISTANCE GROUP
EIN 222762686
Oth
$18K2.9%11721
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
$00.0%1127

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
NFP INSURANCE SERVICES INCNEW YORK, NYSUN LIFE ASSURANCE COMPANY OF CANADA, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$61K$23K$84K98.4%1
RICHARD A ST JEANBOSTON, MAMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY$1K$0$1K1.6%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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