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  2. CAVCO INDUSTRIES, INC.
Sponsor portfolio

CAVCO INDUSTRIES, INC.

EIN 56-2405642-construction-Latest filing 2025
Plans
5
Retirement
4
$220.6M assets
Welfare
1
$2.5M premiums
Participants
15,717
3636 N CENTRAL AVENUE SUITE 1200 - PHOENIX, AZ 85012602-283-9037cavcohomes.comLinkedIn5001-10000 employeesconstruction
Plans on this EIN
5 filings
#001401k-$213.8M - 8,685 part#004401k-$4.6M - 147 part#003401k-$2.1M - 136 part#002401k-$163K - 91 part#501Mixed-$2.5M - 6,936 lives

Retirement portfolio analytics

4 plans aggregated / $220.6M assets / 9,059 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • INDUSTRIES, INC. 401(K) (#001)97%
  • PLAN AND TRUST (#004)2%
  • PLAN AND TRUST (#003)1%
  • LODGE 2439 401(K) (#002)0%
Total $220.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INDUSTRIES, INC. 401(K) (#001)8,685
  • PLAN AND TRUST (#004)147
  • PLAN AND TRUST (#003)136
  • LODGE 2439 401(K) (#002)91
Total 9,059Click row to drill in

Benefits portfolio analytics

1 plan / $2.5M premiums / 6,936 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.3M
  • Life$1.7M
  • Short-term disability$1.7M
  • Long-term disability$1.7M
  • Vision$269K
Total $2.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SYMETRA LIFE INSURANCE COMPANY87%
  • VISION SERVICE PLAN11%
  • CURALINC HEALTHCARE2%
Total $2.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • ASSUREDPARTNERS98%
  • WATCH TOWER TECHNOLOGIES INC2%
Total $267K2 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

CAVCO INDUSTRIES, INC. 401(K) PLAN

401k

Assets$213.8M
Participants8,685
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

COMMODORE HOMES, LLC - COLONY I.A.M. LOCAL LODGE 1842 RETIREMENT PLAN AND TRUST

401k

Assets$4.6M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

COMMODORE HOMES, LLC - CLARION I.A.M. LOCAL LODGE 1842 RETIREMENT PLAN AND TRUST

401k

Assets$2.1M
Participants136
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COMMODORE HOMES, LLC - PENNWEST I.A.M. LOCAL LODGE 2439 401(K) PLAN

401k

Assets$163K
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAVCO INDUSTRIES, INC. GROUP PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$2.5M
Covered lives6,936
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
001CAVCO INDUSTRIES, INC. 401(K) PLAN401k$213.8M8,6852025
004COMMODORE HOMES, LLC - COLONY I.A.M. LOCAL LODGE 1842 RETIREMENT PLAN AND TRUST401k$4.6M1472025
003COMMODORE HOMES, LLC - CLARION I.A.M. LOCAL LODGE 1842 RETIREMENT PLAN AND TRUST401k$2.1M1362025
002COMMODORE HOMES, LLC - PENNWEST I.A.M. LOCAL LODGE 2439 401(K) PLAN401k$163K912025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAVCO INDUSTRIES, INC. GROUP PLANMixedSYMETRA LIFE INSURANCE COMPANY$2.5M6,9362025
Retirement plans
Welfare plans
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