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Sponsor portfolio

KBRA HOLDINGS, LLC

EIN 27-2484015-Latest filing 2025
Plans
2
Retirement
1
$76.6M assets
Welfare
1
$892K premiums
Participants
1,148
805 3RD AVENUE, 29TH FLOOR - NEW YORK, NY 10022646-731-2423
Plans on this EIN
2 filings
#001401k-$76.6M - 698 part#501Mixed-$892K - 632 lives

Benefits portfolio analytics

1 plan / $892K premiums / 632 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$516K
  • Vision$516K
  • Other$376K
  • Life$339K
  • Short-term disability$339K
  • Long-term disability$339K
Total $892K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY58%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA41%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
Total $892K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • EDDIE COBBINAH2%
Total $34K2 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

KBRA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST

401k

Assets$76.6M
Participants698
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KBRA HOLDINGS, LLC HEALTH AND WELFARE PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$892K
Covered lives632
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KBRA HOLDINGS, LLC 401(K) PROFIT SHARING PLAN TRUST401k$76.6M6982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KBRA HOLDINGS, LLC HEALTH AND WELFARE PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$892K6322025
Retirement plans
Welfare plans
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