PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Kobre & Kim LLP
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Kobre & Kim LLP

EIN 36-4523512-law practice-Latest filing 2025
Plans
3
Retirement
2
$102.3M assets
Health & Benefits
1
$4.0M premiums
Participants
958
800 3RD AVE. 6TH FLOOR - NEW YORK, NY 10022212-488-1268kobrekim.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#001401(k)-$81.4M - 543 part#003Cash balance-$20.9M - 151 part#501Fully insured-$4.0M - 331 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $102.3M assets / 694 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$81.4M
  • KIM LLP PENSION (#003)$20.9M
Total $102.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)543
  • KIM LLP PENSION (#003)151
Total 694Select a row to open it

Benefits portfolio analytics

1 plan / $4.0M premiums / 331 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.8M
  • Dental$3.8M
  • Prescription drug$3.8M
  • Life$186K
  • Short-term disability$186K
  • Long-term disability$186K
  • +2 more
Total $4.0M8 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KOBRE & KIM LLP 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$81.4M
Participants543
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

KOBRE & KIM LLP PENSION PLAN

Cash balance

Assets$20.9M
Participants151
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KOBRE AND KIM LLP EMPLOYEE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.0M
Covered lives331
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KOBRE & KIM LLP 401(K) PROFIT SHARING PLAN AND TRUST401(k)$81.4M5432025
#003KOBRE & KIM LLP PENSION PLANCash balance$20.9M1512025
  • KOBRE & KIM LLP 401(K) PROFIT SHARING PLAN AND TRUST$81.4M
    #001 · 401(k) · 2025543
  • KOBRE & KIM LLP PENSION PLAN$20.9M
    #003 · Cash balance · 2025151

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KOBRE AND KIM LLP EMPLOYEE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$4.0M3312025
  • KOBRE AND KIM LLP EMPLOYEE BENEFIT PLAN$4.0M
    #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025331
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica