PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AUTOMATION SOLUTIONS, INC. D/B/A IAUTOMATION
Sponsor portfolio

AUTOMATION SOLUTIONS, INC. D/B/A IAUTOMATION

EIN 26-0251174-Latest filing 2025
Plans
2
Retirement
1
$20.8M assets
Welfare
1
$2.3M premiums
Participants
558
9 FORGE PARKWAY - FRANKLIN, MA 02038508-342-9301
Plans on this EIN
2 filings
#001401k-$20.8M - 304 part#501Fully Insured-$2.3M - 338 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 338 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Other$129K
  • Life$52K
  • Short-term disability$52K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • MERCER HEALTH AND BENEFITS, LLC99%
  • AON CONSULTING INC1%
  • CUSTOM BENEFIT PROGRAMS INC0%
Total $114K3 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

COMPLETE AUTOMATION SOLUTIONS HOLDINGS, INC. 401(K) PLAN

401k

Assets$20.8M
Participants304
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AUTOMATION SOLUTIONS, INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.3M
Covered lives338
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COMPLETE AUTOMATION SOLUTIONS HOLDINGS, INC. 401(K) PLAN401k$20.8M3042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AUTOMATION SOLUTIONS, INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.3M3382025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica