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Sponsor portfolioTH

ASSURANCE TECHNOLOGY CORPORATION

EIN 04-2765216-defense & space-Latest filing 2025
Plans
3
Retirement
2
$112.5M assets
Welfare
1
$210K premiums
Participants
899
84 SOUTH STREET - CARLISLE, MA 01741978-369-8848assurtech.comLinkedIn201-500 employeesdefense & space
Plans on this EIN
3 filings
#002401k-$68.2M - 415 part#001ProfitSharing-$44.2M - 252 part#502Mixed-$210K - 229 lives

Retirement portfolio analytics

2 plans aggregated / $112.5M assets / 667 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • CORPORATION 401(K) Savings (#002)61%
  • CORPORATION PROFIT-SHARING TRU... (#001)39%
Total $112.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
61%top
  • JOHN HANCOCK LIFE INSURANCE COMPANY61%
  • (Not disclosed)39%
Total $112.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CORPORATION 401(K) Savings (#002)415
  • CORPORATION PROFIT-SHARING TRU... (#001)252
Total 667Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $210K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $31K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN

401k

Assets$68.2M
Participants415
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUST

ProfitSharing

Assets$44.2M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ASSURANCE TECHNOLOGY CORPORATION AND AFFILIATES HEALTH BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$210K
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN401k$68.2M4152024
001ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUSTProfitSharing$44.2M2522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ASSURANCE TECHNOLOGY CORPORATION AND AFFILIATES HEALTH BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$210K2292025
Retirement plans
Welfare plans
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