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Sponsor portfolio

CBC COMPANIES, INC.

EIN 31-0727305-financial services-Latest filing 2024
Plans
2
Retirement
1
$169.0M assets
Welfare
1
$1.4M premiums
Participants
1,535
1651 NW PROFESSIONAL PLAZA - COLUMBUS, OH 43220614-222-5514cbc-companies.comLinkedIn1001-5000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$169.0M - 1,017 part#501Fully Insured-$1.4M - 856 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 856 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$728K
  • Stop-loss$421K
  • Dental$338K
  • Short-term disability$244K
  • Life$201K
  • Long-term disability$137K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
74%top
  • RELIASTAR LIFE INSURANCE COMPANY74%
  • DELTA DENTAL OF CALIFORNIA23%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • COMMUNITY INSURANCE COMPANY0%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • HUB INTERNATIONAL MIDWEST LIMITED83%
  • HORAN ASSOCIATES INC.17%
  • USI INSURANCE SERVICES LLC0%
Total $147K3 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

CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN

401k

Assets$169.0M
Participants1,017
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CBC COMPANIES, INC. HEALTH & WELFARE PLAN

Fully Insured - RELIASTAR LIFE INSURANCE COMPANY-EXRK

Premiums$1.4M
Covered lives856
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CBC COMPANIES, INC. PROFIT SHARING AND SAVINGS PLAN401k$169.0M1,0172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CBC COMPANIES, INC. HEALTH & WELFARE PLANFully InsuredRELIASTAR LIFE INSURANCE COMPANY-EXRK$1.4M8562024
Retirement plans
Welfare plans
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