Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NOTCH WELDING & MECHANICAL CONTRACTORS, INC.
EIN 04-2587894ConstructionLatest filing 2025
Plans
3
Retirement
2
$29.7M assets
Welfare
1
$1.1M premiums
Participants
327
85 LEMAY STREET - CHICOPEE, MA 01013413-534-3440
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $29.7M assets / 216 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.1M premiums / 176 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Life$43K
- Short-term disability$43K
- Long-term disability$43K
- Other$43K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
95%top
- BLUE CROSS OF CALIFORNIA95%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
77%top
- DIGITAL INSURANCE LLC77%
- HOLMES MURPHY & ASSOCIATES18%
- INDIGO INSURANCE SERVICES5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NOTCH MECHANICAL CONSTRUCTORS 401(K) PLAN AND TRUST
401k
Assets$18.0M
Participants112
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NOTCH EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.7M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
NOTCH WELDING AND MECHANICAL CONTRACTORS, INC. DBA NOTCH MECHANICAL CONSTRUCTORS WELFARE BENEFITS PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS
Premiums$1.1M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NOTCH MECHANICAL CONSTRUCTORS 401(K) PLAN AND TRUST | 401k | $18.0M | 112 | 2025 | |
| 002 | NOTCH EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.7M | 104 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | NOTCH WELDING AND MECHANICAL CONTRACTORS, INC. DBA NOTCH MECHANICAL CONSTRUCTORS WELFARE BENEFITS PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS | $1.1M | 176 | 2025 |
Retirement plans
Welfare plans