Civic Intelligence

Sullivan Insurance Group Inc.

Plan context: Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan

EIN 04-2464638 • Worcester, MA • 27 filings • 3 plans

1 Mercantile Street, Suite 710Worcester, MA 01608
Current Snapshot

Latest Year

2025

2025 Participants

44

2025 Assets

$8,542,492

2025 Contributions

$441,268

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$9,590,983$4,795,492$0199920122025YearValue
$8,542,492Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

44220199920122025YearValue
44Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025144$8,542,492$441,268$10,029iApproximate average salary by contribution assumption: employee only about $250,720 at 4% or $167,147 at 6%; with 50% employer match about $167,147 at 4% or $111,431 at 6%; with 100% employer match about $125,360 at 4% or $83,573 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-44$8,542,492$441,268$10,029iApproximate average salary by contribution assumption: employee only about $250,720 at 4% or $167,147 at 6%; with 50% employer match about $167,147 at 4% or $111,431 at 6%; with 100% employer match about $125,360 at 4% or $83,573 at 6%.
2024144$9,590,983$428,233$9,733iApproximate average salary by contribution assumption: employee only about $243,314 at 4% or $162,209 at 6%; with 50% employer match about $162,209 at 4% or $108,140 at 6%; with 100% employer match about $121,657 at 4% or $81,105 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-44$9,590,983$428,233$9,733iApproximate average salary by contribution assumption: employee only about $243,314 at 4% or $162,209 at 6%; with 50% employer match about $162,209 at 4% or $108,140 at 6%; with 100% employer match about $121,657 at 4% or $81,105 at 6%.
2023139$8,315,211$378,667$9,709iApproximate average salary by contribution assumption: employee only about $242,735 at 4% or $161,824 at 6%; with 50% employer match about $161,824 at 4% or $107,882 at 6%; with 100% employer match about $121,368 at 4% or $80,912 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-39$8,315,211$378,667$9,709iApproximate average salary by contribution assumption: employee only about $242,735 at 4% or $161,824 at 6%; with 50% employer match about $161,824 at 4% or $107,882 at 6%; with 100% employer match about $121,368 at 4% or $80,912 at 6%.
2022141$7,015,637$359,214$8,761iApproximate average salary by contribution assumption: employee only about $219,033 at 4% or $146,022 at 6%; with 50% employer match about $146,022 at 4% or $97,348 at 6%; with 100% employer match about $109,516 at 4% or $73,011 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-41$7,015,637$359,214$8,761iApproximate average salary by contribution assumption: employee only about $219,033 at 4% or $146,022 at 6%; with 50% employer match about $146,022 at 4% or $97,348 at 6%; with 100% employer match about $109,516 at 4% or $73,011 at 6%.
2021135$7,896,621$339,951$9,713iApproximate average salary by contribution assumption: employee only about $242,822 at 4% or $161,881 at 6%; with 50% employer match about $161,881 at 4% or $107,921 at 6%; with 100% employer match about $121,411 at 4% or $80,941 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-35$7,896,621$339,951$9,713iApproximate average salary by contribution assumption: employee only about $242,822 at 4% or $161,881 at 6%; with 50% employer match about $161,881 at 4% or $107,921 at 6%; with 100% employer match about $121,411 at 4% or $80,941 at 6%.
2020134$6,729,338$340,175$10,005iApproximate average salary by contribution assumption: employee only about $250,129 at 4% or $166,752 at 6%; with 50% employer match about $166,752 at 4% or $111,168 at 6%; with 100% employer match about $125,064 at 4% or $83,376 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-34$6,729,338$340,175$10,005iApproximate average salary by contribution assumption: employee only about $250,129 at 4% or $166,752 at 6%; with 50% employer match about $166,752 at 4% or $111,168 at 6%; with 100% employer match about $125,064 at 4% or $83,376 at 6%.
2019134$5,587,969$364,038$10,707iApproximate average salary by contribution assumption: employee only about $267,675 at 4% or $178,450 at 6%; with 50% employer match about $178,450 at 4% or $118,967 at 6%; with 100% employer match about $133,838 at 4% or $89,225 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-34$5,587,969$364,038$10,707iApproximate average salary by contribution assumption: employee only about $267,675 at 4% or $178,450 at 6%; with 50% employer match about $178,450 at 4% or $118,967 at 6%; with 100% employer match about $133,838 at 4% or $89,225 at 6%.
2018132$4,412,677$352,716$11,022iApproximate average salary by contribution assumption: employee only about $275,559 at 4% or $183,706 at 6%; with 50% employer match about $183,706 at 4% or $122,471 at 6%; with 100% employer match about $137,780 at 4% or $91,853 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-32$4,412,677$352,716$11,022iApproximate average salary by contribution assumption: employee only about $275,559 at 4% or $183,706 at 6%; with 50% employer match about $183,706 at 4% or $122,471 at 6%; with 100% employer match about $137,780 at 4% or $91,853 at 6%.
2017131$4,401,663$316,262$10,202iApproximate average salary by contribution assumption: employee only about $255,050 at 4% or $170,033 at 6%; with 50% employer match about $170,033 at 4% or $113,356 at 6%; with 100% employer match about $127,525 at 4% or $85,017 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-31$4,401,663$316,262$10,202iApproximate average salary by contribution assumption: employee only about $255,050 at 4% or $170,033 at 6%; with 50% employer match about $170,033 at 4% or $113,356 at 6%; with 100% employer match about $127,525 at 4% or $85,017 at 6%.
2016130$4,082,265$437,314$14,577iApproximate average salary by contribution assumption: employee only about $364,428 at 4% or $242,952 at 6%; with 50% employer match about $242,952 at 4% or $161,968 at 6%; with 100% employer match about $182,214 at 4% or $121,476 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-30$4,082,265$437,314$14,577iApproximate average salary by contribution assumption: employee only about $364,428 at 4% or $242,952 at 6%; with 50% employer match about $242,952 at 4% or $161,968 at 6%; with 100% employer match about $182,214 at 4% or $121,476 at 6%.
2015127$3,421,265$275,707$10,211iApproximate average salary by contribution assumption: employee only about $255,284 at 4% or $170,190 at 6%; with 50% employer match about $170,190 at 4% or $113,460 at 6%; with 100% employer match about $127,642 at 4% or $85,095 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-27$3,421,265$275,707$10,211iApproximate average salary by contribution assumption: employee only about $255,284 at 4% or $170,190 at 6%; with 50% employer match about $170,190 at 4% or $113,460 at 6%; with 100% employer match about $127,642 at 4% or $85,095 at 6%.
2014127$3,396,975$233,525$8,649iApproximate average salary by contribution assumption: employee only about $216,227 at 4% or $144,151 at 6%; with 50% employer match about $144,151 at 4% or $96,101 at 6%; with 100% employer match about $108,113 at 4% or $72,076 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-27$3,396,975$233,525$8,649iApproximate average salary by contribution assumption: employee only about $216,227 at 4% or $144,151 at 6%; with 50% employer match about $144,151 at 4% or $96,101 at 6%; with 100% employer match about $108,113 at 4% or $72,076 at 6%.
2013125$2,990,970$219,969$8,799iApproximate average salary by contribution assumption: employee only about $219,969 at 4% or $146,646 at 6%; with 50% employer match about $146,646 at 4% or $97,764 at 6%; with 100% employer match about $109,985 at 4% or $73,323 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-25$2,990,970$219,969$8,799iApproximate average salary by contribution assumption: employee only about $219,969 at 4% or $146,646 at 6%; with 50% employer match about $146,646 at 4% or $97,764 at 6%; with 100% employer match about $109,985 at 4% or $73,323 at 6%.
2012123$2,273,622$204,686$8,899iApproximate average salary by contribution assumption: employee only about $222,485 at 4% or $148,323 at 6%; with 50% employer match about $148,323 at 4% or $98,882 at 6%; with 100% employer match about $111,242 at 4% or $74,162 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-23$2,273,622$204,686$8,899iApproximate average salary by contribution assumption: employee only about $222,485 at 4% or $148,323 at 6%; with 50% employer match about $148,323 at 4% or $98,882 at 6%; with 100% employer match about $111,242 at 4% or $74,162 at 6%.
2011126$1,927,183$196,505$7,558iApproximate average salary by contribution assumption: employee only about $188,947 at 4% or $125,965 at 6%; with 50% employer match about $125,965 at 4% or $83,976 at 6%; with 100% employer match about $94,474 at 4% or $62,982 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-26$1,927,183$196,505$7,558iApproximate average salary by contribution assumption: employee only about $188,947 at 4% or $125,965 at 6%; with 50% employer match about $125,965 at 4% or $83,976 at 6%; with 100% employer match about $94,474 at 4% or $62,982 at 6%.
2010125$1,808,471$182,117$7,285iApproximate average salary by contribution assumption: employee only about $182,117 at 4% or $121,411 at 6%; with 50% employer match about $121,411 at 4% or $80,941 at 6%; with 100% employer match about $91,059 at 4% or $60,706 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-25$1,808,471$182,117$7,285iApproximate average salary by contribution assumption: employee only about $182,117 at 4% or $121,411 at 6%; with 50% employer match about $121,411 at 4% or $80,941 at 6%; with 100% employer match about $91,059 at 4% or $60,706 at 6%.
2009127$1,442,753$179,898$6,663iApproximate average salary by contribution assumption: employee only about $166,572 at 4% or $111,048 at 6%; with 50% employer match about $111,048 at 4% or $74,032 at 6%; with 100% employer match about $83,286 at 4% or $55,524 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-27$1,442,753$179,898$6,663iApproximate average salary by contribution assumption: employee only about $166,572 at 4% or $111,048 at 6%; with 50% employer match about $111,048 at 4% or $74,032 at 6%; with 100% employer match about $83,286 at 4% or $55,524 at 6%.
2008124$1,078,938$198,746$8,281iApproximate average salary by contribution assumption: employee only about $207,027 at 4% or $138,018 at 6%; with 50% employer match about $138,018 at 4% or $92,012 at 6%; with 100% employer match about $103,514 at 4% or $69,009 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-24$1,078,938$198,746$8,281iApproximate average salary by contribution assumption: employee only about $207,027 at 4% or $138,018 at 6%; with 50% employer match about $138,018 at 4% or $92,012 at 6%; with 100% employer match about $103,514 at 4% or $69,009 at 6%.
2007124$1,362,302$198,649$8,277iApproximate average salary by contribution assumption: employee only about $206,926 at 4% or $137,951 at 6%; with 50% employer match about $137,951 at 4% or $91,967 at 6%; with 100% employer match about $103,463 at 4% or $68,975 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-24$1,362,302$198,649$8,277iApproximate average salary by contribution assumption: employee only about $206,926 at 4% or $137,951 at 6%; with 50% employer match about $137,951 at 4% or $91,967 at 6%; with 100% employer match about $103,463 at 4% or $68,975 at 6%.
2006125$1,085,614$196,627$7,865iApproximate average salary by contribution assumption: employee only about $196,627 at 4% or $131,085 at 6%; with 50% employer match about $131,085 at 4% or $87,390 at 6%; with 100% employer match about $98,314 at 4% or $65,542 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-25$1,085,614$196,627$7,865iApproximate average salary by contribution assumption: employee only about $196,627 at 4% or $131,085 at 6%; with 50% employer match about $131,085 at 4% or $87,390 at 6%; with 100% employer match about $98,314 at 4% or $65,542 at 6%.
2005121$802,130$157,909$7,519iApproximate average salary by contribution assumption: employee only about $187,987 at 4% or $125,325 at 6%; with 50% employer match about $125,325 at 4% or $83,550 at 6%; with 100% employer match about $93,993 at 4% or $62,662 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-21$802,130$157,909$7,519iApproximate average salary by contribution assumption: employee only about $187,987 at 4% or $125,325 at 6%; with 50% employer match about $125,325 at 4% or $83,550 at 6%; with 100% employer match about $93,993 at 4% or $62,662 at 6%.
2004126$737,242$177,091$6,811iApproximate average salary by contribution assumption: employee only about $170,280 at 4% or $113,520 at 6%; with 50% employer match about $113,520 at 4% or $75,680 at 6%; with 100% employer match about $85,140 at 4% or $56,760 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-26$737,242$177,091$6,811iApproximate average salary by contribution assumption: employee only about $170,280 at 4% or $113,520 at 6%; with 50% employer match about $113,520 at 4% or $75,680 at 6%; with 100% employer match about $85,140 at 4% or $56,760 at 6%.
2003124$494,784$171,129$7,130iApproximate average salary by contribution assumption: employee only about $178,259 at 4% or $118,840 at 6%; with 50% employer match about $118,840 at 4% or $79,226 at 6%; with 100% employer match about $89,130 at 4% or $59,420 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-24$494,784$171,129$7,130iApproximate average salary by contribution assumption: employee only about $178,259 at 4% or $118,840 at 6%; with 50% employer match about $118,840 at 4% or $79,226 at 6%; with 100% employer match about $89,130 at 4% or $59,420 at 6%.
2002128$248,996$77,078$2,753iApproximate average salary by contribution assumption: employee only about $68,820 at 4% or $45,880 at 6%; with 50% employer match about $45,880 at 4% or $30,587 at 6%; with 100% employer match about $34,410 at 4% or $22,940 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-28$248,996$77,078$2,753iApproximate average salary by contribution assumption: employee only about $68,820 at 4% or $45,880 at 6%; with 50% employer match about $45,880 at 4% or $30,587 at 6%; with 100% employer match about $34,410 at 4% or $22,940 at 6%.
2001121$250,883$47,953$2,283iApproximate average salary by contribution assumption: employee only about $57,087 at 4% or $38,058 at 6%; with 50% employer match about $38,058 at 4% or $25,372 at 6%; with 100% employer match about $28,543 at 4% or $19,029 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-21$250,883$47,953$2,283iApproximate average salary by contribution assumption: employee only about $57,087 at 4% or $38,058 at 6%; with 50% employer match about $38,058 at 4% or $25,372 at 6%; with 100% employer match about $28,543 at 4% or $19,029 at 6%.
2000116$252,648$33,734$2,108iApproximate average salary by contribution assumption: employee only about $52,709 at 4% or $35,140 at 6%; with 50% employer match about $35,140 at 4% or $23,426 at 6%; with 100% employer match about $26,355 at 4% or $17,570 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-16$252,648$33,734$2,108iApproximate average salary by contribution assumption: employee only about $52,709 at 4% or $35,140 at 6%; with 50% employer match about $35,140 at 4% or $23,426 at 6%; with 100% employer match about $26,355 at 4% or $17,570 at 6%.
1999111$304,516$23,132$2,103iApproximate average salary by contribution assumption: employee only about $52,573 at 4% or $35,048 at 6%; with 50% employer match about $35,048 at 4% or $23,366 at 6%; with 100% employer match about $26,286 at 4% or $17,524 at 6%.
Sullivan Insurance Group Inc. 401(K) Profit Sharing Plan-11$304,516$23,132$2,103iApproximate average salary by contribution assumption: employee only about $52,573 at 4% or $35,048 at 6%; with 50% employer match about $35,048 at 4% or $23,366 at 6%; with 100% employer match about $26,286 at 4% or $17,524 at 6%.