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Sponsor portfolio

CAPE COD LUMBER CO., INC.

EIN 04-2272126-building materials-Latest filing 2025
Plans
3
Retirement
2
$115.9M assets
Welfare
1
$98K premiums
Participants
315
225 GROVELAND ST - ABINGTON, MA 02351781-878-0715capecodlumber.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
3 filings
#004ESOP-$83.8M - 92 part#003401k-$32.1M - 132 part#501Mixed-$98K - 131 lives

Retirement portfolio analytics

2 plans aggregated / $115.9M assets / 224 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • EMPLOYEE STOCK OWNERSHIP (#004)72%
  • CO., INC. 401(K) (#003)28%
Total $115.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CO., INC. 401(K) (#003)132
  • EMPLOYEE STOCK OWNERSHIP (#004)92
Total 224Click row to drill in

Benefits portfolio analytics

1 plan / $98K premiums / 131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$57K
  • Life$41K
  • Short-term disability$41K
  • Long-term disability$41K
  • Other$41K
Total $98K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY42%
Total $98K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $11K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

CAPE COD LUMBER CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$83.8M
Participants92
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

CAPE COD LUMBER CO., INC. 401(K) PLAN

401k

Assets$32.1M
Participants132
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPE COD LUMBER COMPANY, INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$98K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004CAPE COD LUMBER CO., INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$83.8M922025
003CAPE COD LUMBER CO., INC. 401(K) PLAN401k$32.1M1322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPE COD LUMBER COMPANY, INC. HEALTH AND WELFARE BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$98K1312025
Retirement plans
Welfare plans
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