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Sponsor portfolioWelfare / HealthEIN 04-3545708

CFGI, LLC.

1 LINCOLN ST., STE. 1301 · BOSTON, MA 02111
6175318270
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.0M
No prior year
Persons covered
1,153
No prior year
Total participants
944
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #511$2.0M
CFGI, LLC. GROUP BENEFITS PLAN
Mixed1,153 covered·6 carriers
Primary: AETNA LIFE INSURANCE CO.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$1.2M29.0%
Other$719K17.6%
Short-term disability$717K17.5%
Life$685K16.7%
Long-term disability$685K16.7%
Vision$79K1.9%
Health$20K0.5%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
AETNA LIFE INSURANCE COMPANY
EIN 066033492
SL
$1.2M58.2%11699
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 060893662
LSTDLTDOth
$717K35.2%12932
EYEMED VISION CARE
EIN 430949844
V
$79K3.9%111,153
METROPOLITAN LIFE INSURANCE COMPANY
EIN 222342710
Oth
$34K1.7%11134
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$20K1.0%112

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HILB GROUP OF NEW ENGLANDCRANSTON, RISUN LIFE ASSURANCE COMPANY OF CANADA, METROPOLITAN GENERAL INSURANCE COMPANY, EYEMED VISION CARE, SUN LIFE AND HEALTH INSURANCE COMPANY (U.S.)$85K$3K$88K100.0%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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