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

Filings through Oct 24, 2026.

Top hat

Catic Fincncial, Inc.

EIN 06-0808125-financial services-Latest filing 2025
Plans
2
Retirement
1
$59.5M assets
Health & Benefits
1
$359K premiums
Participants
508
101 CORPORATE PLACE - ROCKY HILL, CT 060671895860-513-3127caticfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#002401(k)-$59.5M - 288 part#503Mixed-$359K - 276 lives

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

Benefits portfolio analytics

1 plan / $359K premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$340K
  • Life$292K
  • Short-term disability$292K
  • Long-term disability$292K
  • Vision$19K
Total $359K5 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

CATIC FINANCIAL, INC. 401(K) PLAN

401(k)

Assets$59.5M
Participants288
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

CATIC FINANCIAL INC EMPLOYEE BENEFITS PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$359K
Covered lives276
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CATIC FINANCIAL, INC. 401(K) PLAN401(k)$59.5M2882025
  • CATIC FINANCIAL, INC. 401(K) PLAN$59.5M
    #002 · 401(k) · 2025288

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503CATIC FINANCIAL INC EMPLOYEE BENEFITS PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$359K2762025
  • CATIC FINANCIAL INC EMPLOYEE BENEFITS PLAN$359K
    #503 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025276
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. 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