Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$436K
- Life$117K
- Dental$112K
- Short-term disability$108K
- Long-term disability$81K
- Vision$24K
Sponsor portfolio
CLEARBROOK HOLDINGS CORP.
EIN 62-1766388venture capital & private equityLatest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$572K premiums
Participants
1,060
3212 WEST END AVE, SUITE 403 - NASHVILLE, TN 37203615-425-5191clearbrookholdings.comLinkedIn1-10 employeesventure capital & private equity
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $572K premiums / 315 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY54%
- DELTA DENTAL OF CALIFORNIA24%
- AFLAC22%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
73%top
- HUB INTERNATIONAL MIDWEST LIMITED73%
- ALAN W FOSTER16%
- AARON SPELZHAUS4%
- JOANNA GRACE MATHERLY3%
- JORDAN S SMITH2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CLEARBROOK HOLDINGS CORP 401(K) PLAN
401k
Assets$8.3M
Participants767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CLEARBROOK HOLDINGS CORP. HEALTH AND WELFARE BENEFITS PLAN
Mixed - AFLAC
Premiums$572K
Covered lives315
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CLEARBROOK HOLDINGS CORP 401(K) PLAN | 401k | $8.3M | 767 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CLEARBROOK HOLDINGS CORP. HEALTH AND WELFARE BENEFITS PLAN | Mixed | AFLAC | $572K | 315 | 2025 |
Retirement plans
Welfare plans