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  2. CHOATE CONSTRUCTION COMPANY
Sponsor portfolioTH

CHOATE CONSTRUCTION COMPANY

EIN 58-1851823-construction-Latest filing 2025
Plans
3
Retirement
2
$636.5M assets
Welfare
1
$766K premiums
Participants
2,025
8200 ROBERTS DRIVE, SUITE 600 - ATLANTA, GA 30350678-892-1200choateco.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$548.1M - 709 part#001401k-$88.4M - 756 part#516Mixed-$766K - 1,159 lives

Retirement portfolio analytics

2 plans aggregated / $636.5M assets / 1,465 participants

Assets by plan

Share of aggregate retirement assets

86%top
  • EMPLOYEE STOCK OWNERSHIP (#002)86%
  • PROFIT SHARING PLAN (#001)14%
Total $636.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)756
  • EMPLOYEE STOCK OWNERSHIP (#002)709
Total 1,465Click row to drill in

Benefits portfolio analytics

1 plan / $766K premiums / 1,159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$766K
  • Vision$766K
  • Life$766K
  • Short-term disability$766K
  • Long-term disability$766K
  • Other$766K
Total $766K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $766K1 slice

Broker market share

Schedule A broker compensation

Split broker
59%top
  • WILLIS TOWERS WATSON US LLC59%
  • LOCKTON COMPANIES, LLC41%
Total $75K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CHOATE CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$548.1M
Participants709
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CHOATE CONSTRUCTION COMPANY PROFIT SHARING PLAN

401k

Assets$88.4M
Participants756
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516

CHOATE CONSTRUCTION COMPANY BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$766K
Covered lives1,159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CHOATE CONSTRUCTION COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$548.1M7092024
001CHOATE CONSTRUCTION COMPANY PROFIT SHARING PLAN401k$88.4M7562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
516CHOATE CONSTRUCTION COMPANY BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$766K1,1592025
Retirement plans
Welfare plans
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