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Sponsor portfolioWelfare / HealthEIN 04-3218510

AFFILIATED MANAGERS GROUP, INC.

600 HALE STREET · PRIDES CROSSING, MA 01965
6177473300
Plans filed
1
Years active
2016–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
234
No prior year
Total participants
237
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #511$1.3M
AFFILIATED MANAGERS GROUP, INC. GROUP BENEFITS PLAN
Mixed234 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.0M51.6%
Life$317K16.1%
Long-term disability$317K16.1%
Other$317K16.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
SL
$1.0M76.2%11230
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$317K23.8%11234

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BLUE CROSS BLUE SHIELD OF FLORIDABOSTON, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$0$201K$201K61.0%1
MARSH & MCLENNAN AGENCY LLCRALEIGH, NCUNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$10K$119K$128K39.0%1

History & trajectory

10 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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