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Sponsor portfolioWelfare / HealthEIN 20-8907071

EPOCH SENIOR LIVING, LLC

51 SAWYER ROAD · WALTHAM, MA 02453
7818101232
Plans filed
1
Years active
2015–2025
Industry
NAICS 62
Latest filing
2025
Total premiums (latest)
$6.2M
No prior year
Persons covered
631
No prior year
Total participants
647
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$6.2M
EPOCH SENIOR LIVING GROUP WELFARE PLAN
Fully insured631 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$5.6M90.7%
Dental$271K4.4%
Other$116K1.9%
Life$73K1.2%
Short-term disability$51K0.8%
Long-term disability$37K0.6%
Vision$33K0.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HD
$5.9M96.2%12514
STANDARD INSURANCE COMPANY
EIN 930242990
LSTDLTDOth
$161K2.6%13631
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$43K0.7%12101
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$33K0.5%11388

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESMILWAUKEE, WIRELIASTAR LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, METROPOLITAN LIFE INSURANCE COMPANY$140K$28K$169K88.4%1
HAYS COMPANIES, INC.MINNEAPOLIS, MNMETROPOLITAN LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, STANDARD INSURANCE COMAPNY$16K$0$16K8.2%1
IBENEFITS COMMUNICATION, LLCCHARLOTTE, NCRELIASTAR LIFE INSURANCE COMPANY$5K$0$5K2.4%1
ADP, INC.BOSTON, MARELIASTAR LIFE INSURANCE COMPANY$0$2K$2K0.9%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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