Sponsor portfolioTH

SOUTHWORTH-MILTON, INC.

EIN 02-0258444Real Estate and Rental and LeasingLatest filing 2025

Plans

Retirement

$162.8M assets

Welfare

$2.0M premiums

Participants

3,385

100 QUARRY DRIVE - MILFORD, MA 01757508-634-5504

Plans on this EIN

3 filings

#008401k-$156.8M - 1,777 part #004TraditionalDB-$6.0M - 176 part #512Mixed-$2.0M - 2,282 lives

Retirement portfolio analytics

2 plans aggregated / $162.8M assets / 1,953 participants

Assets by plan

Share of aggregate retirement assets

96%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $2.0M premiums / 2,282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.1M
Dental$882K
Life$802K
Short-term disability$802K
Long-term disability$802K
Vision$113K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

43%top

DELTA DENTAL OF CALIFORNIA43%
STANDARD INSURANCE COMPANY39%
RELIASTAR LIFE INSURANCE COMPANY12%
EYEMED VISION CARE6%

Broker market share

Schedule A broker compensation

Split broker

74%top

USI INSURANCE SERVICES LLC74%
IBENEFIT COMMUNICATION LLC23%
PLANSOUCE BENEFITS ADMIN., INC.3%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#008

MILTON CAT 401(K) PLAN

401k

Assets$156.8M

Participants1,777

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#004