Carrier market share
Premium dollars by Schedule A carrier
100%top
- SUN LIFE ASSURANCE COMPANY OF CANADA100%
Sponsor portfolio
CAPE COD EXPRESS LLC
EIN 04-2263917higher educationLatest filing 2025
Plans
3
Retirement
1
$14.3M assets
Welfare
2
$520K premiums
Participants
447
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $520K premiums / 234 covered livesBundled
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CAPE COD EXPRESS 401(K) PLAN
401k
Assets$14.3M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPE COD EXPRESS, LLC
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$505K
Covered lives121
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
CAPE COD EXPRESS, LLC
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$16K
Covered lives113
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPE COD EXPRESS 401(K) PLAN | 401k | $14.3M | 213 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPE COD EXPRESS, LLC | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $505K | 121 | 2025 | |
| 502 | CAPE COD EXPRESS, LLC | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $16K | 113 | 2025 |
Retirement plans
Welfare plans