Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
COLE PAPERS INC
EIN 45-0129830wholesaleLatest filing 2025
Plans
4
Retirement
2
$14.4M assets
Welfare
2
$378K premiums
Participants
690
Retirement portfolio analytics
2 plans aggregated / $14.4M assets / 435 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $378K premiums / 546 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$187K
- Vision$187K
- Life$187K
- Long-term disability$187K
- Other$187K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- METROPOLITAN LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
COLE PAPERS, INC. 401(K) PLAN
401k
Assets$11.4M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
COLE PAPERS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$3.0M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COLE PAPERS, INC. HEALTH & WELFARE BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$191K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
COLE PAPERS HEALTH & WELFARE BENEFIT PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$187K
Covered lives255
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | COLE PAPERS, INC. 401(K) PLAN | 401k | $11.4M | 241 | 2024 | |
| 001 | COLE PAPERS, INC. PROFIT SHARING PLAN | ProfitSharing | $3.0M | 194 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COLE PAPERS, INC. HEALTH & WELFARE BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $191K | 291 | 2024 | |
| 503 | COLE PAPERS HEALTH & WELFARE BENEFIT PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $187K | 255 | 2025 |
Retirement plans
Welfare plans