Form 5500 · Employee benefit plan · BOSTON, MA
ANALYSIS GROUP, INC.
ANALYSIS GROUP, INC. of BOSTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BROWN AND BROWN OF MA, INC.. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2727260 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 2 insured contracts covering vision, life and disability; the largest, with LINCOLN NATIONAL LIFE INSURANCE COMPANY, covers 1,210 people.
Reported premium across the insured contracts is $878,266, with $36,163 in disclosed broker commissions — about 4.1% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
BROWN AND BROWN OF MA, INC. is the broker of record on 1 of the 2 contracts; the rest name a different broker or none.
Two carriers split the book: LINCOLN NATIONAL LIFE INSURANCE COMPANY and EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO..
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 1,210 | December | $819,463 | $36,163 |
| EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. | Vision | 979 | December | $58,803 | $0 |
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