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Sponsor portfolio

CPI SECURITY SYSTEMS, INC.

EIN 56-1756569-consumer services-Latest filing 2025
Plans
2
Retirement
1
$40.7M assets
Welfare
1
$722K premiums
Participants
1,582
4300 SANDY PORTER ROAD - CHARLOTTE, NC 28273704-945-6218cpisecurity.comLinkedIn501-1000 employeesconsumer services
Plans on this EIN
2 filings
#001401k-$40.7M - 891 part#501Mixed-$722K - 682 lives

Benefits portfolio analytics

1 plan / $722K premiums / 682 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$360K
  • Life$179K
  • Long-term disability$80K
  • Vision$57K
  • Other$45K
Total $722K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA50%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA37%
  • VISION SERVICE PLAN8%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
Total $722K4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • WILLIS TOWERS WATSON US LLC82%
  • ALLIANT INSURANCE SERVICES, INC.18%
Total $33K2 slices

Plan deep-dives

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

CPI SECURITY SYSTEMS, INC. 401(K) PLAN

401k

Assets$40.7M
Participants891
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CPI SECURITY SYSTEMS, INC. GROUP BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$722K
Covered lives682
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CPI SECURITY SYSTEMS, INC. 401(K) PLAN401k$40.7M8912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CPI SECURITY SYSTEMS, INC. GROUP BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$722K6822025
Retirement plans
Welfare plans
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