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Sponsor portfolioWelfare / HealthEIN 81-4189609

PARTNERS CAPITAL INVESTMENT GROUP, LLP

600 ATLANTIC AVENUE · BOSTON, MA 02210
6172922570
Plans filed
1
Years active
2022–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$2.1M
No prior year
Persons covered
256
No prior year
Total participants
162
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.1M
PARTNERS CAPITAL INVESTMENT GROUP, LLP HEALTH AND WELFARE BENEFIT PLAN
Fully insured256 covered·3 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.9M31.3%
Vision$1.9M31.3%
Prescription drug$1.9M31.3%
Dental$110K1.8%
Life$89K1.5%
Long-term disability$89K1.5%
Other$89K1.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
HRxV
$1.9M90.5%11249
DELTA DENTAL OF CALIFORNIA
EIN 046143185
D
$110K5.2%11256
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LLTDOth
$89K4.2%11162

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDWILMINGTON, MADENTAL SERVICE OF MASSACHUSETTS, INC. DBA DELTA DENTAL OF MA, UNUM LIFE INSURANCE COMPANY OF AMERICA, BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$51K$22K$73K100.0%1

History & trajectory

4 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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