Assets by plan
Share of aggregate retirement assets
80%top
Sponsor portfolio
KOBRE & KIM LLP
EIN 36-4523512law practiceLatest filing 2024
Plans
3
Retirement
2
$85.0M assets
Welfare
1
$3.9M premiums
Participants
945
800 3RD AVE. 6TH FLOOR - NEW YORK, NY 10022212-488-1268kobrekim.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $85.0M assets / 667 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.9M premiums / 323 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Dental$3.7M
- Prescription drug$3.7M
- Life$157K
- Short-term disability$157K
- Long-term disability$157K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
95%top
- UNITEDHEALTHCARE INSURANCE COMPANY95%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
87%top
- EDGEWOOD PARTNERS INSURANCE CENTER87%
- DIGITAL INSURANCE LLC13%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOBRE & KIM LLP 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$67.8M
Participants515
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003
KOBRE & KIM LLP PENSION PLAN
CashBalance
Assets$17.2M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KOBRE AND KIM LLP EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$3.9M
Covered lives323
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOBRE & KIM LLP 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $67.8M | 515 | 2024 | |
| 003 | KOBRE & KIM LLP PENSION PLAN | CashBalance | $17.2M | 152 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KOBRE AND KIM LLP EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $3.9M | 323 | 2024 |
Retirement plans
Welfare plans