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Sponsor portfolioWelfare / HealthEIN 26-2935760

KEYSTONE PARTNERS

ONE BOSTON PLACE · BOSTON, MA 02108
6177207351
Plans filed
1
Years active
2025–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$1.3M
No prior year
Persons covered
205
No prior year
Total participants
120
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.3M
KEYSTONE PARTNERS WRAP PLAN
Fully insured205 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.2M30.4%
Dental$1.2M30.4%
Vision$1.2M30.4%
Life$89K2.2%
Short-term disability$89K2.2%
Long-term disability$89K2.2%
Other$89K2.2%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HDV
$1.2M93.3%11205
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$89K6.7%11120

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
CRONIN GERVINO & WARLICK INCAUBURN, NHBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., UNUM LIFE INSURANCE COMPANY OF AMERICA$51K$2K$53K86.9%1
COMBINED SERVICES LLCCONCORD, NHUNUM LIFE INSURANCE COMPANY OF AMERICA$0$8K$8K13.1%1

Policy details

Latest year, by plan
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