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Sponsor portfolio

CERSOSIMO LUMBER COMPANY INC.

EIN 03-0177289-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$19.9M assets
Welfare
1
$271K premiums
Participants
457
1103 VERNON STREET - BRATTLEBORO, VT 05301802-451-7629cersosimolumber.comLinkedIn1-10 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$19.9M - 271 part#501Mixed-$271K - 183 lives

Benefits portfolio analytics

1 plan / $271K premiums / 183 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$96K
  • Dental$84K
  • Life$73K
  • Short-term disability$60K
  • Vision$19K
  • Long-term disability$12K
Total $271K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY62%
  • DELTA DENTAL OF CALIFORNIA31%
  • VISION SERVICE PLAN7%
Total $271K3 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • DIGITAL INSURANCE LLC59%
  • CENTRO BENEFITS RESEARCH LLC21%
  • MJ INSURANCE18%
  • COMBINED SERVICES LLC2%
Total $40K4 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

THE CERSOSIMO COMPANIES 401(K) SAVINGS & INVESTMENT PLAN

401k

Assets$19.9M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CERSOSIMO LUMBER COMPANY, INC. GROUP HEALTH PLAN

Mixed - DELTA DENTAL PLAN OF VERMONT, INC.

Premiums$271K
Covered lives183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE CERSOSIMO COMPANIES 401(K) SAVINGS & INVESTMENT PLAN401k$19.9M2712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CERSOSIMO LUMBER COMPANY, INC. GROUP HEALTH PLANMixedDELTA DENTAL PLAN OF VERMONT, INC.$271K1832025
Retirement plans
Welfare plans
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