National Association of Benefits and Insurance Professionals - Ma Chapter
Nonprofit profile at a glance
- EIN
- 043220961
- IRS 990-EZ coverage
- 2021–2025
- Forms available
- Form 990-EZ 2025
- Location
- Bloomfield, CT, USA
- Phone
- 8602433977
- Rating confidence
- Limited
Reported finances
- Revenue
- $180,855
- Expenses
- $138,357
- Assets
- $302,672
- Liabilities
- $24,160
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Amounts in USD.
Leadership & pay
12 people listed
Executive titles in this filing
- GREGORY PUIG (PRESIDENT)
- DANIELLE CHAPLICK (VICE PRESIDENT)
- ERIC GULKO (IMMEDIATE PAST PRESIDENT)
- MARY YOKOSE (EXECUTIVE DIRECTOR)
People named in this filing
- GREGORY PUIG (PRESIDENT)
- DANIELLE CHAPLICK (VICE PRESIDENT)
- JOSEPH LAWLER (TREASURER)
Selected names, not a complete roster or a statement of current roles. Open leadership details for the complete filed list.
Source: IRS Form 990-EZ. Selected filing: tax year 2025. Names and roles reflect this filing, not necessarily current officeholders.
Overview
Mission
The national association of benefits and insurance professionals - Massachusetts chapter is dedicated and committed to providing professional development and advocacy for our members and to promote professional excellence in the application of all health insurance and related products and services in the commonwealth of Massachusetts.
What it reported doing in 2025
National association of benefits and insurance professionals - Massachusetts chapter provides professional development programs including approved continuing education (ce) programs for licensed insurance agents and brokers.
Operating model
- Revenue model
- Earned-program. 88% of the money available for current operations came from fees and other program revenue.
- Distribution model
- Cannot be determined from the filing. The filing does not provide enough consistent spending detail to tell whether the nonprofit works directly or through others.
The verdict
- The available evidence is not sufficient to produce an overall rating for this filing. This is not a warning sign.
Rating breakdown
- Financial Efficiency: NotEnoughData
- Transparency & Controls: 82
- Sustainability: 69
- Growth: 60
Detailed rating inputs
Financial Efficiency
- Mission deployment rate: Limited
- Program expense ratio: Limited
Transparency & Controls
- Consistency checks: 100%; rating input score 100; 52nd percentile among comparable filings
- Major donor itemization: Limited
Sustainability
- Operating margin: 23.5%; rating input score 75; 75th percentile among comparable filings
- Total-asset coverage ratio: 2.19; rating input score 82; 82nd percentile among comparable filings
- Liabilities to assets ratio: 0.08; rating input score 22; 22nd percentile among comparable filings
- Officer compensation ratio: 0%; rating input score 63; 63rd percentile among comparable filings
Growth
- Program expense growth: Limited
- Revenue growth: 4.5% per year; rating input score 100; 42nd percentile among comparable filings
- Asset growth: 7.9% per year; rating input score 100; 52nd percentile among comparable filings
Details
- Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
- Governance: Filed governance answers
- Accomplishments: 1 filed program accomplishment
- Leadership: top reported pay $0 · 12 people listed
- Consistency: 7 of 7 current checks pass
- Schedules: 1 filed schedules
- Filing history: 5 filing years from 2021 to 2025
- Contacts: How to reach this organization
- Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
- People: Everyone the filings name, and which of them the filings identify by more than a name.
Key Signals
Signals prioritize questions for review. They are not findings of misconduct.
- High — Sustainability: Liabilities to assets ratio scored 22/100.