PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CBE COMPANIES, INC
Sponsor portfolio

CBE COMPANIES, INC

EIN 46-2116941-outsourcing/offshoring-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$2.5M premiums
Participants
1,165
1309 TECHNOLOGY PKWY - CEDAR FALLS, IA 506136976319-234-6686cbecompanies.comLinkedIn1001-5000 employeesoutsourcing/offshoring
Plans on this EIN
2 filings
#001401k-$16.0M - 623 part#509Fully Insured-$2.5M - 692 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 692 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$316K
  • Vision$316K
  • Life$316K
  • Long-term disability$316K
  • Other$316K
Total $2.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
Total $2.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • PEDERSEN DOWIE CLABBY47%
  • PEDERSEN DOWIE CLABBY & MCCAUSLAND31%
  • ZACH CORPORATION13%
  • PATRIOT GROWTH INSURANCE SERVICES9%
Total $35K4 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

CBE COMPANIES 401(K) RETIREMENT PLAN

401k

Assets$16.0M
Participants623
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#509

CBE COMPANIES, INC

Fully Insured - WELLMARK HEALTH PLAN OF IOWA, INC.

Premiums$2.5M
Covered lives692
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CBE COMPANIES 401(K) RETIREMENT PLAN401k$16.0M6232024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
509CBE COMPANIES, INCFully InsuredWELLMARK HEALTH PLAN OF IOWA, INC.$2.5M6922025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica