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Sponsor portfolio

COX ENGINEERING COMPANY

EIN 04-2017923-defense & space-Latest filing 2025
Plans
3
Retirement
2
$32.8M assets
Welfare
1
$2.8M premiums
Participants
600
21 PACELLA PARK DR - RANDOLPH, MA 02368781-807-1949LinkedIn1-10 employeesdefense & space
Plans on this EIN
3 filings
#001401k-$29.0M - 166 part#002401k-$3.8M - 141 part#501Fully Insured-$2.8M - 465 lives

Retirement portfolio analytics

2 plans aggregated / $32.8M assets / 307 participants

Assets by plan

Share of aggregate retirement assets

88%top
  • PLAN AND TRUST (#001)88%
  • SYSTEMS UNION 401(K) (#002)12%
Total $32.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
88%top
  • THE VANGUARD GROUP, INC.88%
  • (Not disclosed)12%
Total $32.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)166
  • SYSTEMS UNION 401(K) (#002)141
Total 307Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 465 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Short-term disability$460K
  • Life$251K
  • Long-term disability$215K
  • Dental$135K
  • Vision$14K
Total $2.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • HARVARD PILGRIM HEALTH CARE77%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
  • DELTA DENTAL OF CALIFORNIA5%
  • VISION SERVICE PLAN1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • INNOVO BENEFITS GROUP100%
Total $74K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COX ENGINEERING COMPANY 401(K) PLAN AND TRUST

401k

Assets$29.0M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CAMBRIDGEPORT AIR SYSTEMS UNION 401(K) PLAN

401k

Assets$3.8M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COX ENGINEERING COMPANY WELFARE BENEFITS PLAN

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$2.8M
Covered lives465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001COX ENGINEERING COMPANY 401(K) PLAN AND TRUST401k$29.0M1662024
002CAMBRIDGEPORT AIR SYSTEMS UNION 401(K) PLAN401k$3.8M1412025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COX ENGINEERING COMPANY WELFARE BENEFITS PLANFully InsuredHARVARD PILGRIM HEALTH CARE$2.8M4652025
Retirement plans
Welfare plans
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