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Sponsor portfolio

CAVINESS & CATES BUILDING AND

EIN 56-2119964-real estate-Latest filing 2025
Plans
3
Retirement
1
$6.5M assets
Welfare
2
$1.2M premiums
Participants
394
639 EXECUTIVE PLACE - FAYETTEVILLE, NC 28305910-481-0503LinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#001401k-$6.5M - 167 part#501Fully Insured-$1.1M - 108 lives#502Mixed-$64K - 119 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 227 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.4M
  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$26K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • USABLE LIFE5%
Total $1.4M2 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • WILLIAM C AUTRY51%
  • WILLIAM AUTRY30%
  • MOSAIC GROUP SERVICES20%
Total $30K3 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

CAVINESS & CATES BUILDING AND DEVELOPMENT 401(K)

401k

Assets$6.5M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAVINESS & CATES BUILDING AND DEVELOPMENT COMPANY HEALTH PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$1.1M
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

CAVINESS & CATES BUILDING AND DEVELOPMENT COMPANY LIFE INSURANCE & ACCIDENTAL DEATH & DISMEMBERMENT PLAN

Mixed - USABLE LIFE

Premiums$64K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAVINESS & CATES BUILDING AND DEVELOPMENT 401(K)401k$6.5M1672025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAVINESS & CATES BUILDING AND DEVELOPMENT COMPANY HEALTH PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$1.1M1082025
502CAVINESS & CATES BUILDING AND DEVELOPMENT COMPANY LIFE INSURANCE & ACCIDENTAL DEATH & DISMEMBERMENT PLANMixedUSABLE LIFE$64K1192025
Retirement plans
Welfare plans
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