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Sponsor portfolio

ONECBI, LLC

EIN 47-0966094-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$181K premiums
Participants
263
4020 YANCEY ROAD - CHARLOTTE, NC 28217704-705-3710LinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$8.7M - 162 part#501Fully Insured-$181K - 280 lives

Benefits portfolio analytics

1 plan / $181K premiums / 280 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$166K
  • Vision$166K
  • Life$166K
  • Short-term disability$166K
  • Long-term disability$166K
  • Other$166K
  • +1 more
Total $181K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $181K1 slice

Broker market share

Schedule A broker compensation

Split broker
69%top
  • DIGITAL INSURANCE LLC69%
  • ENROLLEASE31%
Total $38K2 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

CBI 401(K) RETIREMENT PLAN

401k

Assets$8.7M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CBI HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$181K
Covered lives280
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CBI 401(K) RETIREMENT PLAN401k$8.7M1622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CBI HEALTH AND WELFARE BENEFITS PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$181K2802025
Retirement plans
Welfare plans
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