PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. AMETROS FINANCIAL CORPORATION

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 27-3328821

AMETROS FINANCIAL CORPORATION

200 BALLARDVALE STREET · WILMINGTON, MA 01887
9783151608
Plans filed
1
Years active
2020–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$2.1M
No prior year
Persons covered
273
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
AMETROS FINANCIAL CORPORATION HEALTH AND WELFARE BENEFITS PLAN
Fully insured273 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.1M31.7%
Dental$2.1M31.7%
Vision$2.1M31.7%
Life$81K1.3%
Short-term disability$81K1.3%
Long-term disability$81K1.3%
Other$81K1.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HDV
$2.1M96.2%11273
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
LSTDLTDOth
$81K3.8%11184

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BCH, VAPRINCIPAL LIFE INSURANCE COMPANY, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$55K$12K$67K100.0%1

History & trajectory

5 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