Assets by plan
Share of aggregate retirement assets
Filings through .
Cumberland Securities, Inc.
EIN 45-3047907Finance and InsuranceLatest filing 2025
Plans
3
Retirement
2
$8.9M assets
Health & Benefits
1
Participants
16
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $8.9M assets / 11 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
CUMBERLAND SECURITIES, INC. DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$6.0M
Participants6
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CUMBERLAND SECURITIES, INC. PROFIT SHARING PLAN
401(k)
Assets$3.0M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#002
CUMBERLAND SECURITIES, INC. PROFIT SHARING PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | CUMBERLAND SECURITIES, INC. DEFINED BENEFIT PENSION PLAN | Traditional DB | $6.0M | 6 | 2025 |
| #002 | CUMBERLAND SECURITIES, INC. PROFIT SHARING PLAN | 401(k) | $3.0M | 5 | 2025 |
- #001 · Traditional DB · 20256
- #002 · 401(k) · 20255
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #002 | CUMBERLAND SECURITIES, INC. PROFIT SHARING PLAN | Self-funded | - | $0 | 0 | 2025 |
- #002 · Self-funded · 20250
Retirement plans
Health & Benefits plans