PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Bozzuto's, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Bozzuto's, Inc.

EIN 06-0606469-warehousing-Latest filing 2025
Plans
8
Retirement
2
$162.3M assets
Health & Benefits
6
$1.5M premiums
Participants
5,843
275 SCHOOLHOUSE ROAD - CHESHIRE, CT 06410203-272-3511bozzutos.comLinkedIn1001-5000 employeeswarehousing
Plans on this EIN
8 filings
#002401(k)-$112.5M - 2,154 part#001ESOP-$49.7M - 1,518 part#505Mixed-$896K - 1,776 lives#506Fully insured-$533K - 1,765 lives#502Fully insured-$63K - 698 lives#508Fully insured-$24K - 1,782 lives#501Self-funded-0 lives#507Self-funded-0 lives+2 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 6 health and benefits plans.

Retirement portfolio analytics

2 plans aggregated / $162.3M assets / 3,672 participants

Assets by plan

Share of aggregate retirement assets

  • BOZZUTO'S, INC. 401(K) (#002)$112.5M
  • AND STOCK OWNERSHIP (#001)$49.7M
Total $162.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BOZZUTO'S, INC. 401(K) (#002)2,154
  • AND STOCK OWNERSHIP (#001)1,518
Total 3,672Select a row to open it

Benefits portfolio analytics

6 plans / $1.5M premiums / 6,021 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$557K
  • Life$533K
  • Short-term disability$533K
  • Long-term disability$533K
  • Vision$63K
Total $620K5 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

BOZZUTO'S, INC. 401(K) PLAN

401(k)

Assets$112.5M
Participants2,154
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

BOZZUTO'S INC. EMPLOYEES PROFIT SHARING AND STOCK OWNERSHIP PLAN

ESOP

Assets$49.7M
Participants1,518
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

BOZZUTO'S INC HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$896K
Covered lives1,776
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

BOZZUTO'S HEALTH AND WELFARE PLAN LIFE AND DISABILITY

Fully insured - HARTFORD LIFE AND ACCIDENT

Premiums$533K
Covered lives1,765
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

BOZZUTO'S HEALTH AND WELFARE PLAN - VISION

Fully insured - VISION SERVICE PLAN

Premiums$63K
Covered lives698
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508

BOZZUTO'S HEALTH AND WELFARE PLAN EAP

Fully insured - AETNA BEHAVIORAL HEALTH, LLC

Premiums$24K
Covered lives1,782
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

BOZZUTO'S HEALTH AND WELFARE PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

BOZZUTO'S HEALTH AND WELFARE PLAN FSA

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002BOZZUTO'S, INC. 401(K) PLAN401(k)$112.5M2,1542025
#001BOZZUTO'S INC. EMPLOYEES PROFIT SHARING AND STOCK OWNERSHIP PLANESOP$49.7M1,5182024
  • BOZZUTO'S, INC. 401(K) PLAN$112.5M
    #002 · 401(k) · 20252,154
  • BOZZUTO'S INC. EMPLOYEES PROFIT SHARING AND STOCK OWNERSHIP PLAN$49.7M
    #001 · ESOP · 20241,518

Health & Benefits plans

6 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505BOZZUTO'S INC HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$896K1,7762024
#506BOZZUTO'S HEALTH AND WELFARE PLAN LIFE AND DISABILITYFully insuredHARTFORD LIFE AND ACCIDENT$533K1,7652025
#502BOZZUTO'S HEALTH AND WELFARE PLAN - VISIONFully insuredVISION SERVICE PLAN$63K6982025
#508BOZZUTO'S HEALTH AND WELFARE PLAN EAPFully insuredAETNA BEHAVIORAL HEALTH, LLC$24K1,7822025
#501BOZZUTO'S HEALTH AND WELFARE PLANSelf-funded-$002025
#507BOZZUTO'S HEALTH AND WELFARE PLAN FSASelf-funded-$002025
  • BOZZUTO'S INC HEALTH AND WELFARE PLAN$896K
    #505 · Mixed · HARTFORD LIFE AND ACCIDENT · 20241,776
  • BOZZUTO'S HEALTH AND WELFARE PLAN LIFE AND DISABILITY$533K
    #506 · Fully insured · HARTFORD LIFE AND ACCIDENT · 20251,765
  • BOZZUTO'S HEALTH AND WELFARE PLAN - VISION$63K
    #502 · Fully insured · VISION SERVICE PLAN · 2025698
  • BOZZUTO'S HEALTH AND WELFARE PLAN EAP$24K
    #508 · Fully insured · AETNA BEHAVIORAL HEALTH, LLC · 20251,782
  • BOZZUTO'S HEALTH AND WELFARE PLAN$0
    #501 · Self-funded · 20250
  • BOZZUTO'S HEALTH AND WELFARE PLAN FSA$0
    #507 · Self-funded · 20250
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