Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$83K
- Vision$83K
- Life$49K
- Other$49K
Sponsor portfolio
CAPE ASSOCIATES, INC.
EIN 04-2476237constructionLatest filing 2025
Plans
2
Retirement
1
$10.0M assets
Welfare
1
$132K premiums
Participants
279
345 MASSASOIT ROAD - EASTHAM, MA 02642508-255-1770capeassociates.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $132K premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
63%top
- DELTA DENTAL OF CALIFORNIA63%
- UNITED OF OMAHA LIFE INSURANCE COMPANY37%
Broker market share
Schedule A broker compensation
56%top
- ROGERSGRAY, INC.56%
- BALDWIN KRYSTYN SHERMAN PARTNERS44%
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 ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$10.0M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAPE ASSOCIATES, INC. WELFARE BENEFIT PLAN
Mixed - ALTUS DENTAL INSURANCE COMPANY, INC
Premiums$132K
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPE ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $10.0M | 172 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAPE ASSOCIATES, INC. WELFARE BENEFIT PLAN | Mixed | ALTUS DENTAL INSURANCE COMPANY, INC | $132K | 161 | 2025 |
Retirement plans
Welfare plans