Sponsor portfolio

COBLENTZ DISTRIBUTING, INC

EIN 34-1398298wholesaleLatest filing 2025

Plans

Retirement

$12.9M assets

Welfare

$844K premiums

Participants

942

P O BOX 240 - WALNUT CREEK, OH 44687330-893-3895LinkedIn1-10 employeeswholesale

Plans on this EIN

2 filings

#001401k-$12.9M - 427 part #501Fully Insured-$844K - 515 lives

Benefits portfolio analytics

1 plan / $844K premiums / 515 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Stop-loss$598K
Dental$221K
Vision$221K
Life$221K
Short-term disability$221K
Long-term disability$221K
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

71%top

AULTCARE INSURANCE COMPANY71%
PRINCIPAL LIFE INSURANCE COMPANY26%
AMERICAN HERITAGE LIFE INSURANCE COMPANY3%

Broker market share

Schedule A broker compensation

Split broker

85%top

HUMMEL GROUP INC85%
HUNTINGTON INSURANCE INC14%
COVEY RUN INSURANCE LLC0%
M H ADVISORS INC0%
CGI VOLUNTARY BENEFITS, INC.0%
+3 more

Plan deep-dives

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

Retirement#001

COBLENTZ DISTRIBUTING 401(K) PLAN

401k

Assets$12.9M

Participants427

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501