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Sponsor portfolio

CATELLI BROTHERS, INC.

EIN 23-2175736-Latest filing 2025
Plans
3
Retirement
2
$17.8M assets
Welfare
1
$286K premiums
Participants
755
50 FERRY AVE - COLLINGSWOOD, NJ 08103856-869-9293
Plans on this EIN
3 filings
#001401k-$15.5M - 308 part#002401k-$2.3M - 225 part#502Mixed-$286K - 418 lives

Retirement portfolio analytics

2 plans aggregated / $17.8M assets / 533 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • BROTHERS, INC. 401(K) (#001)87%
  • INC. UNION 401(K) (#002)13%
Total $17.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
87%top
  • GLOBAL RETIREMENT PARTNERS LLC87%
  • (Not disclosed)13%
Total $17.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BROTHERS, INC. 401(K) (#001)308
  • INC. UNION 401(K) (#002)225
Total 533Click row to drill in

Benefits portfolio analytics

1 plan / $286K premiums / 418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$158K
  • Life$103K
  • Short-term disability$103K
  • Long-term disability$103K
  • Other$103K
  • Vision$26K
Total $286K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • DELTA DENTAL OF CALIFORNIA55%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA36%
  • HORIZON HEALTHCARE SERVICES, INC.9%
Total $286K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • PENTRA LLC71%
  • GCG FINANCIAL LLC20%
  • ASSUREDPARTNERS8%
  • MAZZMAR LLC0%
Total $30K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CATELLI BROTHERS, INC. 401(K) PLAN

401k

Assets$15.5M
Participants308
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CATELLI BROTHERS, INC. UNION 401(K) PLAN

401k

Assets$2.3M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CATELLI BROTHERS, INC. HEALTH & WELFARE PLAN

Mixed - DELTA DENTAL OF NEW JERSEY, INC.

Premiums$286K
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CATELLI BROTHERS, INC. 401(K) PLAN401k$15.5M3082024
002CATELLI BROTHERS, INC. UNION 401(K) PLAN401k$2.3M2252024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CATELLI BROTHERS, INC. HEALTH & WELFARE PLANMixedDELTA DENTAL OF NEW JERSEY, INC.$286K4182025
Retirement plans
Welfare plans
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