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  1. Companies/
  2. The Bobbitt Group, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

The Bobbitt Group, Inc.

EIN 03-0506079-construction-Latest filing 2025
Plans
3
Retirement
2
$22.1M assets
Health & Benefits
1
$713K premiums
Participants
400
2400 WESTON PARKWAY - CARY, NC 27513919-800-4650LinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$16.9M - 145 part#003401(k)-$5.2M - 143 part#501Mixed-$713K - 215 lives

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

Retirement portfolio analytics

2 plans aggregated / $22.1M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$16.9M
  • GROUP, INC. 401(K) (#003)$5.2M
Total $22.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)145
  • GROUP, INC. 401(K) (#003)143
Total 288Select a row to open it

Benefits portfolio analytics

1 plan / $713K premiums / 215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$466K
  • Dental$84K
  • Other$48K
  • Long-term disability$47K
  • Short-term disability$40K
  • Life$32K
  • +2 more
Total $713K8 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

THE BOBBITT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$16.9M
Participants145
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

THE BOBBITT GROUP, INC. 401(K) PLAN

401(k)

Assets$5.2M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

THE BOBBITT GROUP, INC EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$713K
Covered lives215
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002THE BOBBITT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$16.9M1452025
#003THE BOBBITT GROUP, INC. 401(K) PLAN401(k)$5.2M1432025
  • THE BOBBITT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN$16.9M
    #002 · ESOP · 2025145
  • THE BOBBITT GROUP, INC. 401(K) PLAN$5.2M
    #003 · 401(k) · 2025143

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501THE BOBBITT GROUP, INC EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$713K2152025
  • THE BOBBITT GROUP, INC EMPLOYEE BENEFITS PLAN$713K
    #501 · Mixed · SUN LIFE ASSURANCE COMPANY OF CANADA · 2025215
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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