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Sponsor portfolio

TOKAI CARBON CB LTD.

EIN 75-2468081-chemicals-Latest filing 2025
Plans
2
Retirement
1
$66.3M assets
Welfare
1
$1.1M premiums
Participants
877
301 COMMERCE STREET, SUITE 500 - FORT WORTH, TX 76102817-567-2929tokaicarboncb.comLinkedIn201-500 employeeschemicals
Plans on this EIN
2 filings
#001401k-$66.3M - 471 part#501Mixed-$1.1M - 1,139 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 1,139 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$400K
  • Long-term disability$400K
  • Dental$369K
  • Other$251K
  • Vision$47K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY37%
  • BLUE CROSS OF CALIFORNIA35%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
  • ZURICH AMERICAN INSURANCE COMPANY6%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • +1 more
Total $1.1M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $95K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

TOKAI CARBON CB LTD. 401(K) PLAN

401k

Assets$66.3M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TOKAI CARBON CB LTD. WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives1,139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TOKAI CARBON CB LTD. 401(K) PLAN401k$66.3M4712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TOKAI CARBON CB LTD. WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$1.1M1,1392025
Retirement plans
Welfare plans
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