Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SPRINGFIELD AREA TRANSIT CO INC
EIN 04-3572241transportation/trucking/railroadLatest filing 2025
Plans
3
Retirement
2
$13.1M assets
Welfare
1
$5.7M premiums
Participants
674
665 COTTAGE STREET - SPRINGFIELD, MA 01104413-732-6248LinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $13.1M assets / 409 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.7M premiums / 276 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$5.6M
- Prescription drug$5.6M
- Life$60K
- Short-term disability$60K
- Other$60K
Carrier market share
Premium dollars by Schedule A carrier
99%top
- HEALTH NEW ENGLAND, INC.99%
- RELIANCE STANDARD LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
92%top
- STARKWEATHER & SHEPLEY, INC.92%
- JAMES R NELLIGAN & ASSOCIATES LLC8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
TRANSIT EMPLOYEES 401K PLAN
401k
Assets$7.4M
Participants376
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TRANSIT MANAGEMENT PENSION PLAN
TraditionalDB
Assets$5.7M
Participants33
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
WELFARE BENEFIT PLAN
Mixed - HEALTH NEW ENGLAND, INC.
Premiums$5.7M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TRANSIT EMPLOYEES 401K PLAN | 401k | $7.4M | 376 | 2025 | |
| 002 | TRANSIT MANAGEMENT PENSION PLAN | TraditionalDB | $5.7M | 33 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | WELFARE BENEFIT PLAN | Mixed | HEALTH NEW ENGLAND, INC. | $5.7M | 276 | 2025 |
Retirement plans
Welfare plans