PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Assurance Technology Corporation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Assurance Technology Corporation

EIN 04-2765216-defense & space-Latest filing 2025
Plans
3
Retirement
2
$117.1M assets
Health & Benefits
1
$210K premiums
Participants
859
84 SOUTH STREET - CARLISLE, MA 01741978-369-8848assurtech.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
3 filings
#002401(k)-$72.8M - 375 part#001Profit-sharing-$44.2M - 252 part#502Mixed-$210K - 229 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $117.1M assets / 627 participants

Assets by plan

Share of aggregate retirement assets

  • CORPORATION 401(K) Savings (#002)$72.8M
  • CORPORATION PROFIT-SHARING TRU... (#001)$44.2M
Total $117.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • JOHN HANCOCK LIFE INSURANCE COMPANY$72.8M
  • (Not disclosed)$44.2M
Total $117.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • CORPORATION 401(K) Savings (#002)375
  • CORPORATION PROFIT-SHARING TRU... (#001)252
Total 627Select a row to open it

Benefits portfolio analytics

1 plan / $210K premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$210K
  • Other$210K
Total $210K2 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN

401(k)

Assets$72.8M
Participants375
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUST

Profit-sharing

Assets$44.2M
Participants252
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

ASSURANCE TECHNOLOGY CORPORATION AND AFFILIATES HEALTH BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$210K
Covered lives229
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN401(k)$72.8M3752025
#001ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUSTProfit-sharing$44.2M2522024
  • ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN$72.8M
    #002 · 401(k) · 2025375
  • ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUST$44.2M
    #001 · Profit-sharing · 2024252

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502ASSURANCE TECHNOLOGY CORPORATION AND AFFILIATES HEALTH BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$210K2292025
  • ASSURANCE TECHNOLOGY CORPORATION AND AFFILIATES HEALTH BENEFITS PLAN$210K
    #502 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025229
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica