Assets by plan
Share of aggregate retirement assets
- MILTON CAT 401(K) (#008)$190.7M
Filings through .
Top hat
Southworth-Milton Inc
EIN 02-0258444Wholesale TradeLatest filing 2025
Plans
3
Retirement
2
$196.7M assets
Health & Benefits
1
$2.1M premiums
Participants
3,503
100 QUARRY DRIVE - MILFORD, MA 01757508-634-5504
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $196.7M assets / 2,030 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 2,301 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Dental$911K
- Life$892K
- Short-term disability$892K
- Long-term disability$892K
- Vision$119K
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#008
MILTON CAT 401(K) PLAN
401(k)
Assets$190.7M
Participants1,854
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
SOUTHWORTH-MILTON, INC. BARGAINING UNIT PENSION PLAN
Traditional DB
Assets$6.0M
Participants176
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512
MILTON CAT HEALTH & WELFARE PLAN
Mixed - DELTA DENTAL OF MASSACHUSETTS, INC.
Premiums$2.1M
Covered lives2,301
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #008 | MILTON CAT 401(K) PLAN | 401(k) | $190.7M | 1,854 | 2025 |
| #004 | SOUTHWORTH-MILTON, INC. BARGAINING UNIT PENSION PLAN | Traditional DB | $6.0M | 176 | 2025 |
- MILTON CAT 401(K) PLAN$190.7M#008 · 401(k) · 20251,854
- #004 · Traditional DB · 2025176
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #512 | MILTON CAT HEALTH & WELFARE PLAN | Mixed | DELTA DENTAL OF MASSACHUSETTS, INC. | $2.1M | 2,301 | 2025 |
- #512 · Mixed · DELTA DENTAL OF MASSACHUSETTS, INC. · 20252,301
Retirement plans
Health & Benefits plans