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Sponsor portfolioWelfare / HealthEIN 04-2620216

WILLIAM JAMES COLLEGE

ONE WELLS AVENUE · NEWTON, MA 02459
6173276777
Plans filed
2
Years active
2015–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
393
No prior year
Total participants
223
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.7M
WILLIAM JAMES LIFE & DISABILITY PLAN
Fully insured393 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Plan #502$0
WILLIAM JAMES COLLEGE, INC. HEALTH PLAN
Fully insured100 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.5M30.6%
Dental$3.5M30.6%
Prescription drug$3.5M30.6%
Other$243K2.1%
Life$227K2.0%
Short-term disability$227K2.0%
Long-term disability$227K2.0%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRxD
$3.5M93.5%11393
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$227K6.1%11223
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$16K0.4%11110

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., METROPOLITAN GENERAL INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$70K$20K$90K100.0%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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