PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE KOLTER GROUP LLC
Sponsor portfolio

THE KOLTER GROUP LLC

EIN 27-1556391-real estate-Latest filing 2025
Plans
2
Retirement
1
$57.1M assets
Welfare
1
$8.5M premiums
Participants
1,315
105 NE 1ST STREET - DELRAY BEACH, FL 33444561-682-9500kolter.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filings
#001401k-$57.1M - 739 part#501Fully Insured-$8.5M - 1,033 lives

Benefits portfolio analytics

1 plan / $8.5M premiums / 1,033 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.7M
  • Dental$7.1M
  • Life$721K
  • Short-term disability$721K
  • Long-term disability$721K
  • Other$721K
  • +1 more
Total $8.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY9%
  • PROSPERITY LIFE GROUP6%
  • HUMANA INSURANCE COMPANY1%
Total $8.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • GCG FINANCIAL LLC95%
  • CLARITY ENROLLMENT SOLUTIONS LLC5%
Total $556K2 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

THE KOLTER GROUP LLC 401(K) PLAN

401k

Assets$57.1M
Participants739
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE KOLTER GROUP LLC HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$8.5M
Covered lives1,033
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE KOLTER GROUP LLC 401(K) PLAN401k$57.1M7392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE KOLTER GROUP LLC HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$8.5M1,0332025
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