Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$832K
- Other$145K
- Dental$131K
- Vision$131K
- Life$131K
- Short-term disability$131K
- +1 more
Sponsor portfolio
CPO SERVICES INC
EIN 20-3460102investment managementLatest filing 2025
Plans
2
Retirement
1
$5.9M assets
Welfare
1
$976K premiums
Participants
289
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $976K premiums / 272 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- ADREM ADMINISTRATORS LLC85%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- AFLAC1%
Broker market share
Schedule A broker compensation
85%top
- NORTH RISK PARTNERS LLC85%
- ASSUREDPARTNERS12%
- BETTER BENEFITS GROUP LLC1%
- SARAH BUSS0%
- TOSHA MCQUEARY0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CPO SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$5.9M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CPO SERVICES INC EMPLOYEE BENEFITS PLAN
Mixed - ADREM ADMINISTRATORS LLC
Premiums$976K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CPO SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $5.9M | 148 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CPO SERVICES INC EMPLOYEE BENEFITS PLAN | Mixed | ADREM ADMINISTRATORS LLC | $976K | 272 | 2025 |
Retirement plans
Welfare plans