Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Life$55K
- Long-term disability$55K
- Other$55K
- Vision$15K
Sponsor portfolio
SOMERSET CAPITAL GROUP, LTD
EIN 06-1458929financial servicesLatest filing 2024
Plans
2
Retirement
1
$23.8M assets
Welfare
1
$1.3M premiums
Participants
283
612 WHEELERS FARMS ROAD - MILFORD, CT 06461203-701-5100somersetcapital.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 245 covered livesCarrier market share
Premium dollars by Schedule A carrier
95%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY95%
- PRINCIPAL LIFE INSURANCE COMPANY4%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
63%top
- ENROLLEASE63%
- ROGERS BENEFIT GROUP INC31%
- DIGITAL INSURANCE LLC5%
- CENTRO BENEFITS RESEARCH LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOMERSET CAPITAL GROUP, LTD 401(K) PLAN
401k
Assets$23.8M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOMERSET CAPITAL GROUP, LTD WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOMERSET CAPITAL GROUP, LTD 401(K) PLAN | 401k | $23.8M | 148 | 2024 |
Welfare plans1
| 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 | 245 | 2024 |
Retirement plans
Welfare plans