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Sponsor portfolioWelfare / HealthEIN 04-2747644

MASSACHUSETTS FINANCIAL SERVICES COMPANY

d/b/a MFS
111 HUNTINGTON AVE · BOSTON, MA 02199
6179545000
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$7.1M
No prior year
Persons covered
2,162
No prior year
Total participants
1,686
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$7.1M
MASSACHUSETTS FINANCIAL SERVICES COMPANY WELFARE BENEFIT PLAN
Fully insured2,162 covered·4 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$5.2M72.2%
Life$1.0M14.3%
Long-term disability$554K7.6%
Vision$150K2.1%
Health$146K2.0%
Dental$135K1.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$5.2M73.5%121,497
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTD
$1.6M22.3%121,645
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$150K2.1%112,162
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HD
$146K2.0%1211

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
WILLIS TOWERS WATSON US LLCNEW YORK, NYSUN LIFE ASSURANCE COMPANY OF CANADA, LINCOLN NATIONAL LIFE INSURANCE COMPANY OF BOSTON$325K$24K$348K100.0%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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