Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Life$57K
- Long-term disability$57K
- Other$57K
- Vision$10K
Filings through .
Somerset Capital Group, Ltd
EIN 06-1458929financial servicesLatest filing 2025
Plans
2
Retirement
1
$27.7M assets
Health & Benefits
1
$1.3M premiums
Participants
287
612 WHEELERS FARMS ROAD - MILFORD, CT 06461203-701-5100somersetcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.3M premiums / 247 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SOMERSET CAPITAL GROUP, LTD 401(K) PLAN
401(k)
Assets$27.7M
Participants153
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SOMERSET CAPITAL GROUP, LTD WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives247
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SOMERSET CAPITAL GROUP, LTD 401(K) PLAN | 401(k) | $27.7M | 153 | 2025 |
- #001 · 401(k) · 2025153
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SOMERSET CAPITAL GROUP, LTD WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.3M | 247 | 2025 |
- #501 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025247
Retirement plans
Health & Benefits plans