Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PTA CORPORATION
EIN 36-3334974ManufacturingLatest filing 2025
Plans
3
Retirement
2
$45.3M assets
Welfare
1
$313K premiums
Participants
809
148 CHRISTIAN STREET - OXFORD, CT 06478203-888-0585
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $45.3M assets / 563 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $313K premiums / 244 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$114K
- Life$89K
- Dental$66K
- Short-term disability$60K
- Long-term disability$56K
- Vision$17K
Carrier market share
Premium dollars by Schedule A carrier
73%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY73%
- DELTA DENTAL OF CALIFORNIA21%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
95%top
- DIGITAL INSURANCE LLC95%
- ENROLLEASE5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PTA CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN
401k
Assets$25.9M
Participants298
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$19.4M
Participants265
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PTA CORPORATION WELFARE BENEFITS PLAN
Mixed - DELTA DENTAL OF NEW JERSEY, INC.
Premiums$313K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PTA CORPORATION 401(K) SAVINGS AND RETIREMENT PLAN | 401k | $25.9M | 298 | 2025 | |
| 003 | PTA CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $19.4M | 265 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PTA CORPORATION WELFARE BENEFITS PLAN | Mixed | DELTA DENTAL OF NEW JERSEY, INC. | $313K | 244 | 2024 |
Retirement plans
Welfare plans