Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$39K
- Other$7K
- Life$6K
- Short-term disability$6K
- Long-term disability$6K
Sponsor portfolio
KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO
EIN 26-0547877accountingLatest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$46K premiums
Participants
188
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $46K premiums / 256 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- ZURICH AMERICAN INSURANCE COMPANY85%
- SUN LIFE ASSURANCE COMPANY OF CANADA13%
- TRANSAMERICA LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
84%top
- FAISON GROUP BENEFITS INC84%
- WEBTPA7%
- AMWINS5%
- EXCELSIOR BENEFITS LLC4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#331
KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO 401K PLAN
401k
Assets$3.1M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO WELFARE BENEFIT PLAN
Mixed - ZURICH AMERICAN INSURANCE COMPANY
Premiums$46K
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 331 | KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO 401K PLAN | 401k | $3.1M | 188 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | KABAT, SCHERTZER, DELATORRE, TARABOULOS & CO WELFARE BENEFIT PLAN | Mixed | ZURICH AMERICAN INSURANCE COMPANY | $46K | 256 | 2025 |
Retirement plans
Welfare plans