PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Cape Cod Express, LLC
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cape Cod Express, LLC

EIN 04-2263917-higher education-Latest filing 2025
Plans
3
Retirement
1
$15.1M assets
Health & Benefits
2
$520K premiums
Participants
441
1 EXPRESS DRIVE - WAREHAM, MA 025715028508-291-1600capecpr.comLinkedIn11-50 employeeshigher education
Plans on this EIN
3 filings
#001401(k)-$15.1M - 207 part#501Self-funded-$505K - 121 lives#502Fully insured-$16K - 113 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $520K premiums / 234 covered lives

See carrier market share with Pro.
Pro unlocks:
  • Top carriers and their premium share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

CAPE COD EXPRESS 401(K) PLAN

401(k)

Assets$15.1M
Participants207
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAPE COD EXPRESS, LLC

Self-funded - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$505K
Covered lives121
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

CAPE COD EXPRESS, LLC

Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$16K
Covered lives113
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAPE COD EXPRESS 401(K) PLAN401(k)$15.1M2072025
  • CAPE COD EXPRESS 401(K) PLAN$15.1M
    #001 · 401(k) · 2025207

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAPE COD EXPRESS, LLCSelf-fundedSUN LIFE ASSURANCE COMPANY OF CANADA$505K1212025
#502CAPE COD EXPRESS, LLCFully insuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$16K1132025
  • CAPE COD EXPRESS, LLC$505K
    #501 · Self-funded · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025121
  • CAPE COD EXPRESS, LLC$16K
    #502 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025113
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica