PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. ENGAGESMART, INC.

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 83-2785225

ENGAGESMART, INC.

30 BRAINTREE HILL OFFICE PARK · BRAINTREE, MA 02184
7818483733
Plans filed
1
Years active
2021–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$12.7M
No prior year
Persons covered
1,430
No prior year
Total participants
0
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$12.7M
ENGAGESMART, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed1,430 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$11.9M82.1%
Life$616K4.2%
Short-term disability$616K4.2%
Long-term disability$616K4.2%
Other$616K4.2%
Vision$128K0.9%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 041045815
H
$11.0M86.9%111,430
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$914K7.2%11134
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LSTDLTDOth
$616K4.9%11923
EYEMED VISION CARE
EIN 430949844
V
$128K1.0%111,375

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLC—BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., HARTFORD LIFE AND ACCIDENT, KAISER FOUNDATION HEALTH PLAN, INC.$196K$85K$281K86.1%1
INDIGO INSURANCE SERVICESWORCESTER, MAHARTFORD LIFE AND ACCIDENT$0$37K$37K11.3%1
HILB GROUP OF NEW ENGLANDCRANSTON, RIHARTFORD LIFE AND ACCIDENT$81$8K$8K2.6%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
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