Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.0M
- Life$1.5M
- Short-term disability$1.5M
- Long-term disability$1.5M
- Vision$276K
Sponsor portfolioTH
BOZZUTO & ASSOCIATES, INC.
EIN 52-1566117Latest filing 2025
Plans
2
Retirement
1
$190.0M assets
Welfare
1
$2.3M premiums
Participants
8,277
6406 IVY LANE, SUITE 700 - GREENBELT, MD 20770301-220-0100
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.3M premiums / 3,534 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA63%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
- FIDELITY SECURITY LIFE INSURANCE COMPANY9%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- XP HEALTH3%
Broker market share
Schedule A broker compensation
46%top
- WYE RIVER INSURANCE LLC46%
- KELLY & ASSOCIATES INSURANCE GROUP43%
- M W E SOLUTIONS, INC.10%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
BOZZUTO & ASSOCIATES, INC. 401(K) PLAN
401k
Assets$190.0M
Participants4,735
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
THE BOZZUTO GROUP EMPLOYEE BENEFIT PLAN
Mixed - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.3M
Covered lives3,534
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BOZZUTO & ASSOCIATES, INC. 401(K) PLAN | 401k | $190.0M | 4,735 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | THE BOZZUTO GROUP EMPLOYEE BENEFIT PLAN | Mixed | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2.3M | 3,534 | 2025 |
Retirement plans
Welfare plans