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Sponsor portfolio

SIBCY CLINE, INC.

EIN 31-0592571-real estate-Latest filing 2024
Plans
2
Retirement
1
$35.7M assets
Welfare
1
$111K premiums
Participants
363
8044 MONTGOMERY ROAD, SUITE 300 - CINCINNATI, OH 45236513-984-4100LinkedIn1-10 employeesreal estate
Plans on this EIN
2 filings
#002401k-$35.7M - 213 part#501Mixed-$111K - 196 lives

Benefits portfolio analytics

1 plan / $111K premiums / 196 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$55K
  • Life$46K
  • Long-term disability$46K
  • Other$46K
  • Vision$10K
Total $111K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • DELTA DENTAL OF CALIFORNIA49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY42%
  • EYEMED VISION CARE9%
Total $111K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $16K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

SIBCY CLINE, INC. AND AFFILIATED COMPANIES 401(K) PROFIT SHARING PLAN

401k

Assets$35.7M
Participants213
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SIBCY CLINE, INC. EMPLOYEE BENEFITS PLAN

Mixed - DELTA DENTAL OF OHIO

Premiums$111K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002SIBCY CLINE, INC. AND AFFILIATED COMPANIES 401(K) PROFIT SHARING PLAN401k$35.7M2132024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SIBCY CLINE, INC. EMPLOYEE BENEFITS PLANMixedDELTA DENTAL OF OHIO$111K1962024
Retirement plans
Welfare plans
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