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Sponsor portfolio

CATHEDRAL SQUARE CORPORATION

EIN 03-0264362-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$14.1M assets
Welfare
1
$175K premiums
Participants
375
412 FARRELL ST STE 100 - SOUTH BURLINGTON, VT 054034466802-863-2224cathedralsquare.orgLinkedIn51-200 employeesnon-profit organization management
Plans on this EIN
2 filings
#001OtherDC-$14.1M - 250 part#515Mixed-$175K - 214 lives

Benefits portfolio analytics

1 plan / $175K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$164K
  • Life$164K
  • Short-term disability$164K
  • Long-term disability$164K
  • Other$164K
  • Vision$11K
Total $175K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • METROPOLITAN LIFE INSURANCE COMPANY94%
  • VISION SERVICE PLAN6%
Total $175K2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • PROFESSIONAL GROUP PLANS INC70%
  • THE RICHARDS GROUP20%
  • ALLIANT INSURANCE SERVICES, INC.10%
Total $8K3 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

403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATION

OtherDC

Assets$14.1M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

CATHEDRAL SQUARE CORPORATION HEALTH & WELFARE BENEFIT PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$175K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001403(B) THRIFT PLAN OF CATHEDRAL SQUARE CORPORATIONOtherDC$14.1M2502025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515CATHEDRAL SQUARE CORPORATION HEALTH & WELFARE BENEFIT PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$175K2142025
Retirement plans
Welfare plans
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