Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$66K
- Life$58K
- Short-term disability$58K
- Long-term disability$58K
- Other$58K
- +1 more
Sponsor portfolio
CPT, INC.
EIN 39-1996506ManufacturingLatest filing 2024
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$1.3M premiums
Participants
236
3706 ENTERPRISE DRIVE - JANESVILLE, WI 53546608-314-2039
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 205 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- MERCYCARE INSURANCE COMPANY90%
- DELTA DENTAL OF CALIFORNIA5%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
94%top
- HUB INTERNATIONAL MIDWEST LIMITED94%
- JAMES R NELLIGAN & ASSOCIATES LLC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CPT RETIREMENT PLAN
401k
Assets$3.4M
Participants127
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CPT, INC EMPLOYEE BENEFITS PLAN
Fully Insured - MERCYCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives205
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CPT RETIREMENT PLAN | 401k | $3.4M | 127 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CPT, INC EMPLOYEE BENEFITS PLAN | Fully Insured | MERCYCARE INSURANCE COMPANY | $1.3M | 205 | 2024 |
Retirement plans
Welfare plans