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  2. CATALDO AMBULANCE SERVICE, INC.
Sponsor portfolio

CATALDO AMBULANCE SERVICE, INC.

EIN 04-2621862-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$17.7M assets
Welfare
1
$457K premiums
Participants
1,247
137 WASHINGTON ST - SOMERVILLE, MA 02143617-625-0126LinkedIn201-500 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$17.7M - 1,045 part#501Mixed-$457K - 232 lives

Benefits portfolio analytics

1 plan / $457K premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$367K
  • Life$367K
  • Short-term disability$273K
  • Long-term disability$94K
  • Dental$81K
  • Vision$8K
Total $457K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA60%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA21%
  • DELTA DENTAL OF CALIFORNIA18%
  • EYEMED VISION CARE2%
  • THE PAUL REVERE LIFE INSURANCE COMPANY0%
Total $457K5 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • HUB INTERNATIONAL MIDWEST LIMITED41%
  • ANDREA R. HENCHEY17%
  • INSPIRED INC12%
  • ASHLEY FOLLIS10%
  • ENROLLMENT SOLUTIONS LTD8%
  • +3 more
Total $95K8 slices

Plan deep-dives

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

CATALDO AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$17.7M
Participants1,045
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CATALDO AMBULANCE SERVICE, INC. HEALTH AND WELFARE PLAN

Mixed - COLONIAL LIFE AND ACCIDENT INSURANCE COMPANY

Premiums$457K
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATALDO AMBULANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN401k$17.7M1,0452025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CATALDO AMBULANCE SERVICE, INC. HEALTH AND WELFARE PLANMixedCOLONIAL LIFE AND ACCIDENT INSURANCE COMPANY$457K2322024
Retirement plans
Welfare plans
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