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  1. Companies/
  2. Cambridge-Lee Industries LLC
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Cambridge-Lee Industries LLC

EIN 90-0137657-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$52.1M assets
Health & Benefits
1
$1.0M premiums
Participants
1,019
86 TUBE DRIVE, TEST - READING, PA 19605610-926-7347camlee.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
3 filings
#002401(k)-$33.8M - 239 part#004401(k)-$18.3M - 282 part#501Mixed-$1.0M - 660 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $52.1M assets / 521 participants

Assets by plan

Share of aggregate retirement assets

  • INDUSTRIES LLC 401(K) (#002)$33.8M
  • UNION RETIREMENT PLAN (#004)$18.3M
Total $52.1MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • MERRILL LYNCH PIERCE FENNER & SMITH$52.1M
Total $52.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PLAN (#004)282
  • INDUSTRIES LLC 401(K) (#002)239
Total 521Select a row to open it

Benefits portfolio analytics

1 plan / $1.0M premiums / 660 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$781K
  • Other$126K
  • Life$84K
  • Long-term disability$62K
  • Vision$36K
Total $1.0M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

CAMBRIDGE-LEE INDUSTRIES LLC 401(K) PLAN

401(k)

Assets$33.8M
Participants239
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004

CAMBRIDGE-LEE INDUSTRIES UNION RETIREMENT PLAN

401(k)

Assets$18.3M
Participants282
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

CAMBRIDGE-LEE INDUSTRIES, LLC HEALTH PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives660
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002CAMBRIDGE-LEE INDUSTRIES LLC 401(K) PLAN401(k)$33.8M2392025
#004CAMBRIDGE-LEE INDUSTRIES UNION RETIREMENT PLAN401(k)$18.3M2822025
  • CAMBRIDGE-LEE INDUSTRIES LLC 401(K) PLAN$33.8M
    #002 · 401(k) · 2025239
  • CAMBRIDGE-LEE INDUSTRIES UNION RETIREMENT PLAN$18.3M
    #004 · 401(k) · 2025282

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501CAMBRIDGE-LEE INDUSTRIES, LLC HEALTH PLANMixedHM LIFE INSURANCE COMPANY$1.0M6602025
  • CAMBRIDGE-LEE INDUSTRIES, LLC HEALTH PLAN$1.0M
    #501 · Mixed · HM LIFE INSURANCE COMPANY · 2025660
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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