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Sponsor portfolio

CATTERTON MANAGEMENT COMPANY, L.L.C.

EIN 41-2066924-Latest filing 2025
Plans
2
Retirement
1
$61.7M assets
Welfare
1
$2.7M premiums
Participants
599
599 W. PUTNAM AVENUE - GREENWICH, CT 06830203-629-4901
Plans on this EIN
2 filings
#001401k-$61.7M - 354 part#509Fully Insured-$2.7M - 389 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 389 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Other$595K
  • Life$520K
  • Short-term disability$520K
  • Long-term disability$520K
  • Dental$453K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
75%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY75%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • VISION SERVICE PLAN3%
  • STANDARD INSURANCE COMPANY2%
  • HARTFORD LIFE AND ACCIDENT0%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • BROWN & BROWN INSURANCE SERVICES60%
  • PROFESSIONAL GROUP PLANS INC38%
  • CRUMP LIFE INSURANCE SERVICES1%
  • RUSSELL J CARPENTIERI1%
  • BRANCA-RAMPART AGENCY INC0%
  • +3 more
Total $358K8 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

CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN

401k

Assets$61.7M
Participants354
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

CATTERTON MANAGEMENT COMPANY, L.L.C. WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives389
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CATTERTON MANAGEMENT COMPANY LLC 401(K) PLAN401k$61.7M3542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509CATTERTON MANAGEMENT COMPANY, L.L.C. WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.7M3892025
Retirement plans
Welfare plans
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