Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BOZZUTO'S INCORPORATED
EIN 06-0606469warehousingLatest filing 2025
Plans
8
Retirement
2
$144.9M assets
Welfare
6
$1.5M premiums
Participants
10,069
275 SCHOOLHOUSE ROAD - CHESHIRE, CT 06410203-272-3511bozzutos.comLinkedIn1001-5000 employeeswarehousing
Retirement portfolio analytics
2 plans aggregated / $144.9M assets / 3,549 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $1.5M premiums / 6,021 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$557K
- Life$533K
- Short-term disability$533K
- Long-term disability$533K
- Vision$63K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- HARTFORD LIFE AND ACCIDENT86%
- VISION SERVICE PLAN10%
- AETNA LIFE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
79%top
- THE MCCALL AGENCY INC79%
- TOPBENEFITS LLC21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
BOZZUTO'S, INC. 401(K) PLAN
401k
Assets$95.1M
Participants2,031
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
BOZZUTO'S INC. EMPLOYEES PROFIT SHARING AND STOCK OWNERSHIP PLAN
ESOP
Assets$49.7M
Participants1,518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
BOZZUTO'S INC HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$896K
Covered lives1,776
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
BOZZUTO'S HEALTH AND WELFARE PLAN LIFE AND DISABILITY
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$533K
Covered lives1,765
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
BOZZUTO'S HEALTH AND WELFARE PLAN - VISION
Fully Insured - VISION SERVICE PLAN
Premiums$63K
Covered lives698
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
BOZZUTO'S HEALTH AND WELFARE PLAN EAP
Fully Insured - AETNA BEHAVIORAL HEALTH, LLC
Premiums$24K
Covered lives1,782
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
BOZZUTO'S HEALTH AND WELFARE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
BOZZUTO'S HEALTH AND WELFARE PLAN FSA
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BOZZUTO'S, INC. 401(K) PLAN | 401k | $95.1M | 2,031 | 2024 | |
| 001 | BOZZUTO'S INC. EMPLOYEES PROFIT SHARING AND STOCK OWNERSHIP PLAN | ESOP | $49.7M | 1,518 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | BOZZUTO'S INC HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $896K | 1,776 | 2024 | |
| 506 | BOZZUTO'S HEALTH AND WELFARE PLAN LIFE AND DISABILITY | Fully Insured | HARTFORD LIFE AND ACCIDENT | $533K | 1,765 | 2025 | |
| 502 | BOZZUTO'S HEALTH AND WELFARE PLAN - VISION | Fully Insured | VISION SERVICE PLAN | $63K | 698 | 2025 | |
| 508 | BOZZUTO'S HEALTH AND WELFARE PLAN EAP | Fully Insured | AETNA BEHAVIORAL HEALTH, LLC | $24K | 1,782 | 2025 | |
| 501 | BOZZUTO'S HEALTH AND WELFARE PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 507 | BOZZUTO'S HEALTH AND WELFARE PLAN FSA | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans