PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COBALT BENEFITS GROUP, LLC
Sponsor portfolioTH

COBALT BENEFITS GROUP, LLC

EIN 27-1516730-insurance-Latest filing 2024
Plans
2
Retirement
1
$20.9M assets
Welfare
1
$854K premiums
Participants
432
PO BOX 2365 - SO. BURLINGTON, VT 05407802-864-8321LinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$20.9M - 263 part#502Mixed-$854K - 285 lives

Benefits portfolio analytics

1 plan / $854K premiums / 285 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$725K
  • Life$129K
  • Long-term disability$129K
  • Other$84K
Total $854K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • QBE INSURANCE85%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • STANDARD INSURANCE COMPANY5%
Total $854K3 slices

Broker market share

Schedule A broker compensation

Split broker
63%top
  • JAMES R NELLIGAN & ASSOCIATES LLC63%
  • MAX CITARELLI37%
Total $9K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

COBALT BENEFITS GROUP, LLC 401(K) PLAN

401k

Assets$20.9M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

COBALT BENEFITS GROUP, LLC EMPLOYEE BENEFIT PLAN

Mixed - QBE INSURANCE CORPORATION

Premiums$854K
Covered lives285
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COBALT BENEFITS GROUP, LLC 401(K) PLAN401k$20.9M2632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502COBALT BENEFITS GROUP, LLC EMPLOYEE BENEFIT PLANMixedQBE INSURANCE CORPORATION$854K2852024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica