PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COLLETTE TRAVEL SERVICES, INC.
Sponsor portfolioTH

COLLETTE TRAVEL SERVICES, INC.

EIN 05-0298245-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$90.1M assets
Welfare
1
$6.1M premiums
Participants
1,900
162 MIDDLE STREET - PAWTUCKET, RI 02860401-728-3805
Plans on this EIN
2 filings
#002401k-$90.1M - 960 part#501Fully Insured-$6.1M - 940 lives

Benefits portfolio analytics

1 plan / $6.1M premiums / 940 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Dental$395K
  • Life$164K
  • Long-term disability$164K
  • Vision$43K
Total $6.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • DELTA DENTAL OF CALIFORNIA7%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
  • UNITED HEALTHCARE INSURANCE COMPANY1%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $6.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • USI INSURANCE SERVICES LLC82%
  • THOMAS SOWINSKI9%
  • PATRIOT GROWTH INSURANCE SERVICES6%
  • WD & ASSOC. A DIV. OF PGIS LLC3%
  • IMG0%
Total $127K5 slices

Plan deep-dives

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

COLLETTE TRAVEL PROFIT SHARING/401(K) PLAN & TRUST

401k

Assets$90.1M
Participants960
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COLLETTE VACATIONS

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$6.1M
Covered lives940
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002COLLETTE TRAVEL PROFIT SHARING/401(K) PLAN & TRUST401k$90.1M9602025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COLLETTE VACATIONSFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$6.1M9402024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica