PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CTA INC. DBA CUSHING TERRELL
Sponsor portfolio

CTA INC. DBA CUSHING TERRELL

EIN 81-0305543-architecture & planning-Latest filing 2025
Plans
3
Retirement
1
$91.6M assets
Welfare
2
$176K premiums
Participants
1,487
PO BOX 1439 - BILLINGS, MT 59103406-248-7455cushingterrell.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
3 filings
#001401k-$91.6M - 641 part#502Fully Insured-$176K - 477 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $176K premiums / 477 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$176K
  • Long-term disability$176K
  • Other$176K
Total $176K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA100%
Total $176K1 slice

Broker market share

Schedule A broker compensation

Split broker
75%top
  • LEAVITT GROUP75%
  • CONNEXION INSURANCE SOLUTIONS25%
Total $35K2 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

CUSHING TERRELL 401(K) RETIREMENT PLAN

401k

Assets$91.6M
Participants641
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CTA INC LIFE & DISABILITY PLAN

Fully Insured - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$176K
Covered lives477
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

CTA INC HEALTH BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CUSHING TERRELL 401(K) RETIREMENT PLAN401k$91.6M6412024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CTA INC LIFE & DISABILITY PLANFully InsuredEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$176K4772025
501CTA INC HEALTH BENEFIT PLANSelf Funded-$002025
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