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Sponsor portfolio

CONTROL ASSOCIATES, INC.

EIN 22-1629238-industrial automation-Latest filing 2025
Plans
3
Retirement
2
$68.5M assets
Welfare
1
$2.5M premiums
Participants
520
20 COMMERCE DRIVE - ALLENDALE, NJ 074011600201-934-9200control-associates.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
3 filings
#003ESOP-$43.0M - 176 part#004401k-$25.5M - 203 part#501Fully Insured-$2.5M - 197 lives

Retirement portfolio analytics

2 plans aggregated / $68.5M assets / 379 participants

Assets by plan

Share of aggregate retirement assets

63%top
  • EMPLOYEE STOCK OWNERSHIP (#003)63%
  • 401(K) RETIREMENT PLAN (#004)37%
Total $68.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
63%top
  • (Not disclosed)63%
  • TRANSAMERICA RETIREMENT SOLUTIONS37%
Total $68.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#004)203
  • EMPLOYEE STOCK OWNERSHIP (#003)176
Total 379Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 197 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Dental$208K
  • Vision$208K
  • Life$208K
  • Long-term disability$208K
  • Other$208K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • PREFERRED BENEFITS LLC63%
  • ASSUREDPARTNERS25%
  • PREFERRED BENEFITS GROUP10%
  • NFP INSURANCE SERVICES INC1%
Total $185K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$43.0M
Participants176
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CONTROL ASSOCIATES, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN

401k

Assets$25.5M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONTROL ASSOCIATES, INC.

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives197
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003CONTROL ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$43.0M1762024
004CONTROL ASSOCIATES, INC. PROFIT SHARING AND 401(K) RETIREMENT PLAN401k$25.5M2032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONTROL ASSOCIATES, INC.Fully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.5M1972025
Retirement plans
Welfare plans
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