Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#001)$81.4M
- KIM LLP PENSION (#003)$20.9M
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $102.3M assets / 694 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $4.0M premiums / 331 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Cash balance
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KOBRE & KIM LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $81.4M | 543 | 2025 |
| #003 | KOBRE & KIM LLP PENSION PLAN | Cash balance | $20.9M | 151 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | KOBRE AND KIM LLP EMPLOYEE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $4.0M | 331 | 2025 |