Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.4M
- Health$1.3M
- Dental$415K
- Prescription drug$239K
- Other$194K
- Life$186K
- +1 more
Sponsor portfolio
SBK CAPITAL, LLC
EIN 58-2551326constructionLatest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$3.3M premiums
Participants
3,418
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.3M premiums / 2,292 covered livesCarrier market share
Premium dollars by Schedule A carrier
42%top
- WESTPORT INSURANCE CORPORATION42%
- KAISER FOUNDATION HEALTH PLAN INC17%
- CAPITAL ADVANTAGE ASSURANCE COMPANY13%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
- BLUE CROSS OF CALIFORNIA7%
- +2 more
Broker market share
Schedule A broker compensation
77%top
- MCGRIFF INSURANCE SERVICES INC77%
- MARSH & MCLENNAN AGENCY LLC23%
- ASHFORD ADVISORS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SBK CAPITAL, LLC 401(K) PLAN
401k
Assets$11.8M
Participants2,118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SBK CAPITAL LLC WELFARE BENEFITS PLAN
Mixed - SWISS RE
Premiums$3.3M
Covered lives2,292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SBK CAPITAL, LLC 401(K) PLAN | 401k | $11.8M | 2,118 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SBK CAPITAL LLC WELFARE BENEFITS PLAN | Mixed | SWISS RE | $3.3M | 2,292 | 2025 |
Retirement plans
Welfare plans