PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. EMERSON SWAN

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 20-0688536

EMERSON SWAN

300 POND STREET · RANDOLPH, MA 02368
7819862000
Plans filed
1
Years active
2016–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$5.3M
No prior year
Persons covered
575
No prior year
Total participants
314
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$5.3M
EMERSON SWAN HEALTH AND WELFARE PLAN
Mixed575 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.2M49.4%
Prescription drug$5.2M49.4%
Life$61K0.6%
Other$61K0.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRx
$5.2M98.9%11575
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
LOth
$61K1.1%11195

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESDEDHAM, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$134K$30K$164K98.2%1
INGIGO INS SERVICES LLCWORCESTER, MAEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$3K$3K1.8%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