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Sponsor portfolio

KOBIE MARKETING, INC.

EIN 59-3099468-Latest filing 2025
Plans
2
Retirement
1
$21.7M assets
Welfare
1
$878K premiums
Participants
744
100 SECOND AVENUE SOUTH, SUITE 1000 - ST PETERSBURG, FL 33701727-822-5353
Plans on this EIN
2 filings
#001401k-$21.7M - 428 part#501Mixed-$878K - 638 lives

Benefits portfolio analytics

1 plan / $878K premiums / 638 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$479K
  • Dental$201K
  • Other$96K
  • Long-term disability$39K
  • Short-term disability$36K
  • Life$33K
  • +1 more
Total $878K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • QBE INSURANCE55%
  • UNITED HEALTHCARE INSURED DENTAL/VISION23%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA13%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • FIRST STOP HEALTH3%
  • +1 more
Total $878K6 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • THE BALDWIN GROUP WEST LLC87%
  • WATCHTOWER TECHNOLOGIES INC11%
  • WATCHTOWER BENEFITS, LLC2%
Total $30K3 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

KOBIE MARKETING, INC. 401(K) PLAN

401k

Assets$21.7M
Participants428
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOBIE MARKETING, INC. WELFARE BENEFITS PLAN

Mixed - QBE INSURANCE

Premiums$878K
Covered lives638
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOBIE MARKETING, INC. 401(K) PLAN401k$21.7M4282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOBIE MARKETING, INC. WELFARE BENEFITS PLANMixedQBE INSURANCE$878K6382025
Retirement plans
Welfare plans
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