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Sponsor portfolio

SOBI, INC.

EIN 68-0682244-Latest filing 2025
Plans
2
Retirement
1
$94.8M assets
Welfare
1
$1.6M premiums
Participants
1,212
77 FOURTH AVENUE, 3RD FLOOR - WALTHAM, MA 02451781-786-7372LinkedIn51-200 employees
Plans on this EIN
2 filings
#001401k-$94.8M - 740 part#501Mixed-$1.6M - 431 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 431 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$810K
  • Other$737K
  • Life$706K
  • Long-term disability$706K
  • Vision$79K
  • Short-term disability$6K
Total $1.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY50%
  • SUN LIFE ASSURANCE COMPANY OF CANADA44%
  • VISION SERVICE PLAN5%
  • METROPOLITAN LIFE INSURANCE COMPANY2%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • BROWN & BROWN INSURANCE SERVICES0%
Total $169K2 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

SOBI, INC 401(K) RETIREMENT PLAN

401k

Assets$94.8M
Participants740
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOBI, INC. WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.6M
Covered lives431
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOBI, INC 401(K) RETIREMENT PLAN401k$94.8M7402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOBI, INC. WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.6M4312025
Retirement plans
Welfare plans
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