PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE COOK & BOARDMAN GROUP LLC
Sponsor portfolio

THE COOK & BOARDMAN GROUP LLC

EIN 27-2424824-construction-Latest filing 2025
Plans
2
Retirement
1
$120.1M assets
Welfare
1
$4.3M premiums
Participants
6,416
3064 SALEM INDUSTRIAL DRIVE - WINSTON SALEM, NC 27127336-768-8872cookandboardman.comLinkedIn1001-5000 employeesconstruction
Plans on this EIN
2 filings
#003401k-$120.1M - 3,179 part#503Mixed-$4.3M - 4,952 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 4,952 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.5M
  • Life$1.8M
  • Short-term disability$1.8M
  • Long-term disability$1.8M
  • Dental$1.8M
  • Vision$1.8M
Total $4.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • HARTFORD LIFE AND ACCIDENT43%
  • AMERITAS LIFE INSURANCE CORP.41%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY15%
  • MCLAUGHLIN YOUNG EMPLOYEE SERVICES, INC.1%
Total $4.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $634K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE COOK & BOARDMAN GROUP, LLC 401(K) PLAN

401k

Assets$120.1M
Participants3,179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE COOK & BOARDMAN GROUP LLC HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$4.3M
Covered lives4,952
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE COOK & BOARDMAN GROUP, LLC 401(K) PLAN401k$120.1M3,1792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE COOK & BOARDMAN GROUP LLC HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$4.3M4,9522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica