PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CATANIA-SPAGNA CORPORATION
Sponsor portfolio

CATANIA-SPAGNA CORPORATION

EIN 04-2056795-Latest filing 2025
Plans
2
Retirement
1
$26.3M assets
Welfare
1
$90K premiums
Participants
961
3 NEMCO WAY - AYER, MA 01432978-772-7900
Plans on this EIN
2 filings
#001401k-$26.3M - 703 part#501Mixed-$90K - 258 lives

Benefits portfolio analytics

1 plan / $90K premiums / 258 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$73K
  • Short-term disability$73K
  • Long-term disability$73K
  • Other$73K
  • Vision$17K
Total $90K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA81%
  • VISION SERVICE PLAN19%
Total $90K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $8K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CATANIA-SPAGNA CORPORATION PROFIT SHARING & 401(K) PLAN & TRUST

401k

Assets$26.3M
Participants703
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATANIA-SPAGNA CORPORATION FLEXIBLE COMPENSATION PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$90K
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATANIA-SPAGNA CORPORATION PROFIT SHARING & 401(K) PLAN & TRUST401k$26.3M7032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATANIA-SPAGNA CORPORATION FLEXIBLE COMPENSATION PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$90K2582025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica