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Sponsor portfolioWelfare / HealthEIN 04-1148930

THE COOPERATIVE BANK OF CAPE COD

d/b/a CAPE COD BANK
25 BENJAMIN FRANKLIN WAY · HYANNIS, MA 02601
5085683400
Plans filed
2
Years active
2015–2024
Industry
NAICS 52
Latest filing
2024
Total premiums (latest)
$225K
No prior year
Persons covered
120
No prior year
Total participants
120
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #505$225K
CAPE COD COOPERATIVE BANK EMPLOYEE BENEFITS PLAN
Mixed120 covered·2 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #501$143K
CAPE COD COOPERATIVE BANK
Fully insured486 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$208K24.5%
Short-term disability$208K24.5%
Long-term disability$208K24.5%
Other$208K24.5%
Vision$17K2.0%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LSTDLTDOth
$208K92.5%11120
VISION SERVICE PLAN
EIN 061227840
V
$17K7.5%11113

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BALDWIN KRYSTYN SHERMAN PARTNERSTAMPA, FLSYMETRA LIFE INSURANCE COMPANY$28K$0$28K95.4%1
MASS FNCL SVCS INS AGCY INCBOSTON, MAVISION SERVICE PLAN INSURANCE$960$0$9603.3%1
INDIGO INSURANCE SERVICESWORCESTER, FLSYMETRA LIFE INSURANCE COMPANY$402$0$4021.4%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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