Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$292K
- Vision$292K
- Life$292K
- Short-term disability$292K
- Long-term disability$292K
- Other$292K
- +2 more
Sponsor portfolio
CB INFORMATION SERVICES, INC.
EIN 27-2416206Latest filing 2025
Plans
2
Retirement
1
$22.3M assets
Welfare
1
$298K premiums
Participants
553
498 SEVENTH AVENUE, 12TH FLOOR - NEW YORK, NY 10018212-292-3148
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $298K premiums / 176 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA98%
- KAISER FOUNDATION HEALTH PLAN INC2%
Broker market share
Schedule A broker compensation
94%top
- SEQUOIA BENEFITS & INS SVCS LLC94%
- ABD INS. AND FINANCIAL SVCS., INC.6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CB INSIGHTS 401(K) PLAN
401k
Assets$22.3M
Participants383
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CB INFORMATION SERVICES, INC. WELFARE BENEFITS PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$298K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CB INSIGHTS 401(K) PLAN | 401k | $22.3M | 383 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CB INFORMATION SERVICES, INC. WELFARE BENEFITS PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $298K | 176 | 2025 |
Retirement plans
Welfare plans