PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CBTS TECHNOLOGY SOLUTIONS LLC
Sponsor portfolio

CBTS TECHNOLOGY SOLUTIONS LLC

EIN 72-1122018-Latest filing 2025
Plans
2
Retirement
1
$243.1M assets
Welfare
1
$1.6M premiums
Participants
2,540
25 MERCHANT ST - CINCINNATI, OH 45246518-878-6804LinkedIn11-50 employees
Plans on this EIN
2 filings
#001401k-$243.1M - 1,197 part#501Mixed-$1.6M - 2,651 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 2,651 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Life$1.4M
  • Long-term disability$1.4M
  • Vision$167K
Total $1.6M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HARTFORD LIFE AND ACCIDENT85%
  • EYEMED VISION CARE10%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • CURALINC HEALTHCARE2%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • LOCKTON COMPANIES, LLC79%
  • CURALINC HEALTHCARE21%
Total $178K2 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

CBTS 401(K) PLAN

401k

Assets$243.1M
Participants1,197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CBTS TECHNOLOGY SOLUTIONS LLC HEALTH & WELFARE PLAN

Mixed - HARTFORD

Premiums$1.6M
Covered lives2,651
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CBTS 401(K) PLAN401k$243.1M1,1972024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CBTS TECHNOLOGY SOLUTIONS LLC HEALTH & WELFARE PLANMixedHARTFORD$1.6M2,6512025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica