Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$18.0M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $29.7M assets / 216 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.1M premiums / 176 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
ESOP
Fully insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | NOTCH MECHANICAL CONSTRUCTORS 401(K) PLAN AND TRUST | 401(k) | $18.0M | 112 | 2025 |
| #002 | NOTCH EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.7M | 104 | 2025 |
1 plan on this EIN
| 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 |