Assets by plan
Share of aggregate retirement assets
- CO., INC. 401(K) (#003)$36.8M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $120.7M assets / 219 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $98K premiums / 131 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
401(k)
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #004 | CAPE COD LUMBER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $83.8M | 92 | 2025 |
| #003 | CAPE COD LUMBER CO., INC. 401(K) PLAN | 401(k) | $36.8M | 127 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | CAPE COD LUMBER COMPANY, INC. HEALTH AND WELFARE BENEFITS PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $98K | 131 | 2025 |