PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. HEALTH ADVANCES LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 04-3545579

HEALTH ADVANCES LLC

275 GROVE STREET · NEWTON, MA 02466
7816473435
Plans filed
1
Years active
2015–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.6M
No prior year
Persons covered
159
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.6M
HEALTH ADVANCES LLC HEALTH AND WELFARE PLAN
Fully insured159 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.4M39.7%
Prescription drug$1.4M39.7%
Life$156K4.6%
Short-term disability$156K4.6%
Long-term disability$156K4.6%
Other$156K4.6%
Dental$75K2.2%
Vision$7K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRxD
$1.4M89.8%12159
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$156K9.8%11117
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$7K0.4%1198

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICA, FIDELITY SECURITY LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC$74K$7K$82K99.9%1
MARSH & MCLENNAN AGENCY LLCBOSTON, MAFIDELITY SECURITY LIFE INSURANCE COMPANY$62$0$620.1%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica