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  2. COF AGGREGATE HOLDINGS, INC.
Sponsor portfolio

COF AGGREGATE HOLDINGS, INC.

EIN 47-1402421-Latest filing 2025
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$623K premiums
Participants
1,569
1350 SOUTH BOULDER AVENUE, SUITE 1000 - TULSA, OK 74119918-245-6685
Plans on this EIN
2 filings
#001401k-$24.8M - 1,150 part#501Mixed-$623K - 419 lives

Benefits portfolio analytics

1 plan / $623K premiums / 419 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$376K
  • Life$192K
  • Other$192K
  • Vision$56K
Total $623K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • DELTA DENTAL OF CALIFORNIA60%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY31%
  • VISION SERVICE PLAN9%
Total $623K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BANCFIRST INSURANCE SERVICES, INC.100%
Total $83K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CUST-O-FAB 401(K) PLAN

401k

Assets$24.8M
Participants1,150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CUST-O-FAB AGGREGATE HOLDINGS WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL

Premiums$623K
Covered lives419
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CUST-O-FAB 401(K) PLAN401k$24.8M1,1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CUST-O-FAB AGGREGATE HOLDINGS WELFARE BENEFIT PLANMixedDELTA DENTAL$623K4192025
Retirement plans
Welfare plans
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