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Sponsor portfolio

C&M FORWARDING CO INC

EIN 16-0869065-Transportation and Warehousing-Latest filing 2025
Plans
4
Retirement
1
$16.5M assets
Welfare
3
$195K premiums
Participants
663
3457 UNION ST - NORTH CHILI, NY 145149705585-279-0770cmforwarding.comLinkedIn1-10 employees
Plans on this EIN
4 filings
#001401k-$16.5M - 96 part#502Fully Insured-$119K - 160 lives#505Fully Insured-$47K - 202 lives#504Fully Insured-$28K - 202 lives

Benefits portfolio analytics

3 plans / $195K premiums / 564 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$119K
  • Long-term disability$47K
  • Life$28K
  • Other$28K
Total $195K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $195K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

C&M FORWARDING CO INC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$16.5M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

C&M FORWARDING CO INC DENTAL AND VISION PLAN

Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$119K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

C&M FORWARDING CO INC LONG TERM DISABILITY PLAN

Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$47K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

C&M FORWARDING CO INC BASIC LIFE PLAN

Fully Insured - LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK

Premiums$28K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001C&M FORWARDING CO INC 401(K) PROFIT SHARING PLAN & TRUST401k$16.5M962025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502C&M FORWARDING CO INC DENTAL AND VISION PLANFully InsuredLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$119K1602025
505C&M FORWARDING CO INC LONG TERM DISABILITY PLANFully InsuredLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$47K2022025
504C&M FORWARDING CO INC BASIC LIFE PLANFully InsuredLINCOLN LIFE & ANNUITY COMPANY OF NEW YORK$28K2022025
Retirement plans
Welfare plans
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