PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ADVANCED TECHNOLOGY & RESEARCH CORPORATION
Sponsor portfolio

ADVANCED TECHNOLOGY & RESEARCH CORPORATION

EIN 52-0977059-industrial automation-Latest filing 2025
Plans
2
Retirement
1
$27.0M assets
Welfare
1
$1.1M premiums
Participants
369
12301 KILN COURT, SUITE A - BELTSVILLE, MD 20705443-766-7888atrcorp.comLinkedIn51-200 employeesindustrial automation
Plans on this EIN
2 filings
#001401k-$27.0M - 243 part#501Fully Insured-$1.1M - 126 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 126 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$998K
  • Dental$998K
  • Vision$998K
  • Prescription drug$998K
  • Life$57K
  • Short-term disability$57K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • HARTFORD LIFE AND ACCIDENT5%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • KELLY & ASSOCIATES INSURANCE GROUP47%
  • COMPLETE BENEFIT SOLUTIONS42%
  • RIGGS COUNSELMAN MICHAELS & DOWNES11%
Total $51K3 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

ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN

401k

Assets$27.0M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

ADVANCED TECHNOLOGY & RESEARCH HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.1M
Covered lives126
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001ADVANCED TECHNOLOGY & RESEARCH CORP. 401(K) RETIREMENT PLAN401k$27.0M2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501ADVANCED TECHNOLOGY & RESEARCH HEALTH AND WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.1M1262025
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