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Sponsor portfolio

CAPE FOX SHARED SERVICES

EIN 27-1289495-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$37.8M assets
Welfare
1
$880K premiums
Participants
2,511
7050 INFANTRY RIDGE ROAD - MANASSAS, VA 20109703-686-2324capefoxcorp.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$37.8M - 1,884 part#501Fully Insured-$880K - 1,027 lives

Benefits portfolio analytics

1 plan / $880K premiums / 1,027 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$806K
  • Life$806K
  • Short-term disability$806K
  • Long-term disability$806K
  • Other$806K
  • Vision$74K
  • +2 more
Total $880K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • METROPOLITAN LIFE INSURANCE COMPANY92%
  • VISION SERVICE PLAN8%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $880K3 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • AMWINS71%
  • GALLAGHER BENEFIT SERVICES, INC.29%
  • MCGRIFF INSURANCE SERVICES INC0%
Total $279K3 slices

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 FOX SHARED SERVICES 401K PLAN

401k

Assets$37.8M
Participants1,884
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAPE FOX SHARED SERVICES EMPLOYEE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$880K
Covered lives1,027
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPE FOX SHARED SERVICES 401K PLAN401k$37.8M1,8842024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAPE FOX SHARED SERVICES EMPLOYEE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$880K1,0272025
Retirement plans
Welfare plans
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