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Sponsor portfolio

THE BOBBITT GROUP, INC.

EIN 03-0506079-construction-Latest filing 2025
Plans
3
Retirement
2
$22.1M assets
Welfare
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#003401k-$5.2M - 143 part#501Mixed-$713K - 215 lives

Retirement portfolio analytics

2 plans aggregated / $22.1M assets / 288 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • EMPLOYEE STOCK OWNERSHIP (#002)77%
  • GROUP, INC. 401(K) (#003)23%
Total $22.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)145
  • GROUP, INC. 401(K) (#003)143
Total 288Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA65%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY17%
  • DELTA DENTAL OF CALIFORNIA12%
  • EMPLOYEE NETWORK, INC.2%
  • UNITED HEALTHCARE INSURANCE COMPANY2%
  • +2 more
Total $713K7 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • JAMES A SCOTT & SON INC95%
  • WATCHTOWER BENEFITS, LLC4%
  • WATCHTOWER TECHNOLOGIES INC1%
  • THREEFLOW0%
Total $40K4 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

THE BOBBITT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$16.9M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

THE BOBBITT GROUP, INC. 401(K) PLAN

401k

Assets$5.2M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE BOBBITT GROUP, INC EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$713K
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE BOBBITT GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$16.9M1452025
003THE BOBBITT GROUP, INC. 401(K) PLAN401k$5.2M1432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE BOBBITT GROUP, INC EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$713K2152025
Retirement plans
Welfare plans
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