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Sponsor portfolioWelfare / HealthEIN 26-2428801

RECORDED FUTURE

363 HIGHLAND AVE · SOMERVILLE, MA 02144
6175536400
Plans filed
4
Years active
2018–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$7.9M
No prior year
Persons covered
979
No prior year
Total participants
521
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$7.9M
RECORDED FUTURE HEALTH & WELFARE PLAN
Fully insured979 covered·6 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Plan #504$3.0M
RECORDED FUTURE HEALTH PLAN
Fully insured620 covered·1 carrier
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Plan #502$269K
RECORDED FUTURE DENTAL PLAN
Fully insured552 covered·1 carrier
Primary: DENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA
Plan #503$33K
RECORDED FUTURE VISION PLAN
Fully insured295 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$6.8M70.6%
Other$625K6.5%
Life$580K6.0%
Short-term disability$580K6.0%
Long-term disability$580K6.0%
Dental$424K4.4%
Vision$57K0.6%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
H
$6.8M86.1%11979
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$580K7.3%11521
DELTA DENTAL OF CALIFORNIA
EIN 046143185
D
$424K5.3%11969
VISION SERVICE PLAN
EIN 061227840
V
$57K0.7%11406
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$27K0.3%111
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$18K0.2%11800

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESMINNEAPOLIS, MNSUN LIFE ASSURANCE COMPANY OF CANADA, FEDERAL INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, VISION SERVICE PLAN, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$140K$50K$189K78.0%1
HAYS COMPANIES, INC.DEDHAM, MASUN LIFE ASSURANCE COMPANY OF CANADA, VISION SERVICE PLAN, DENTAL SERVICE OF MASSACHUSETTS, INC. D/B/A DELTA DENTAL$41K$9K$50K20.5%1
REUBEN WARNER ASSOCIATES, INC.STATEN ISLAND, NYFEDERAL INSURANCE COMPANY$4K$0$4K1.5%1

History & trajectory

8 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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