Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$257K
- Life$208K
- Short-term disability$208K
- Long-term disability$208K
- Vision$16K
Sponsor portfolioTH
CATIC FINCNCIAL, INC.
EIN 06-0808125financial servicesLatest filing 2024
Plans
2
Retirement
1
$52.1M assets
Welfare
1
$273K premiums
Participants
532
101 CORPORATE PLACE - ROCKY HILL, CT 060671895860-513-3127caticfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $273K premiums / 302 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY76%
- AFLAC18%
- EYEMED VISION CARE6%
Broker market share
Schedule A broker compensation
44%top
- SETH KALKSTEIN44%
- PAUL E. AMATA28%
- DIGITAL INSURANCE LLC9%
- SAMANTHA B. HARRINGTON6%
- ENROLLEASE5%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CATIC FINANCIAL, INC. 401(K) PLAN
401k
Assets$52.1M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
CATIC FINANCIAL INC EMPLOYEE BENEFITS PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$273K
Covered lives302
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CATIC FINANCIAL, INC. 401(K) PLAN | 401k | $52.1M | 301 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | CATIC FINANCIAL INC EMPLOYEE BENEFITS PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $273K | 302 | 2024 |
Retirement plans
Welfare plans