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Sponsor portfolio

THE MIDDLESEX CORPORATION

EIN 04-2534615-construction-Latest filing 2025
Plans
2
Retirement
1
$117.9M assets
Welfare
1
$536K premiums
Participants
1,948
ONE SPECTACLE POND ROAD - LITTLETON, MA 01460978-742-4400middlesexco.comLinkedIn501-1000 employeesconstruction
Plans on this EIN
2 filings
#001401k-$117.9M - 1,165 part#501Mixed-$536K - 877 lives

Benefits portfolio analytics

1 plan / $536K premiums / 877 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$493K
  • Short-term disability$493K
  • Long-term disability$493K
  • Other$493K
  • Vision$44K
Total $536K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $536K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • JAMES R NELLIGAN & ASSOCIATES LLC100%
Total $33K1 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

MIDDLESEX CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$117.9M
Participants1,165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE MIDDLESEX CORPORATION EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$536K
Covered lives877
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MIDDLESEX CORPORATION RETIREMENT SAVINGS PLAN401k$117.9M1,1652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE MIDDLESEX CORPORATION EMPLOYEE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$536K8772025
Retirement plans
Welfare plans
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