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Sponsor portfolio

CAMBRIDGE-LEE INDUSTRIES, LLC

EIN 90-0137657-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$46.9M assets
Welfare
1
$1.0M premiums
Participants
1,010
86 TUBE DRIVE PO BOX 14026 - READING, PA 19612610-926-7347camlee.comLinkedIn201-500 employeesmining & metals
Plans on this EIN
3 filings
#002401k-$30.3M - 241 part#004401k-$16.6M - 271 part#501Mixed-$1.0M - 660 lives

Retirement portfolio analytics

2 plans aggregated / $46.9M assets / 512 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • INDUSTRIES LLC 401(K) (#002)65%
  • UNION RETIREMENT PLAN (#004)35%
Total $46.9MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • MERRILL LYNCH PIERCE FENNER & SMITH100%
Total $46.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • UNION RETIREMENT PLAN (#004)271
  • INDUSTRIES LLC 401(K) (#002)241
Total 512Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • HM LIFE INSURANCE COMPANY78%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY19%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $1.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • TOMPKINS INSURANCE AGENCIES90%
  • TOMPKINS INSURANCE10%
Total $21K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CAMBRIDGE-LEE INDUSTRIES LLC 401(K) PLAN

401k

Assets$30.3M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

CAMBRIDGE-LEE INDUSTRIES UNION RETIREMENT PLAN

401k

Assets$16.6M
Participants271
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CAMBRIDGE-LEE INDUSTRIES, LLC HEALTH PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$1.0M
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CAMBRIDGE-LEE INDUSTRIES LLC 401(K) PLAN401k$30.3M2412024
004CAMBRIDGE-LEE INDUSTRIES UNION RETIREMENT PLAN401k$16.6M2712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CAMBRIDGE-LEE INDUSTRIES, LLC HEALTH PLANMixedHM LIFE INSURANCE COMPANY$1.0M6602025
Retirement plans
Welfare plans
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