Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$770K
- Life$388K
- Long-term disability$199K
- Vision$103K
Sponsor portfolio
SCRIBE OPCO, INC. DBA KOOZIE GROUP
EIN 82-1795538Latest filing 2025
Plans
2
Retirement
1
$39.2M assets
Welfare
1
$873K premiums
Participants
3,051
14421 MYERLAKE CIRCLE - CLEARWATER, FL 33670727-538-3483
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $873K premiums / 1,503 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY83%
- VISION SERVICE PLAN12%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY4%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD2%
Broker market share
Schedule A broker compensation
97%top
- MERCER HEALTH AND BENEFITS, LLC97%
- PREPARE BENEFITS, LLC2%
- LOOPER INS AGENCY LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOOZIE GROUP 401(K) SAVINGS AND INVESTMENT PLAN
401k
Assets$39.2M
Participants1,559
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SCRIBE OPCO INC. EMPLOYEE HEALTH AND WELFARE PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$873K
Covered lives1,503
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOOZIE GROUP 401(K) SAVINGS AND INVESTMENT PLAN | 401k | $39.2M | 1,559 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SCRIBE OPCO INC. EMPLOYEE HEALTH AND WELFARE PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $873K | 1,503 | 2025 |
Retirement plans
Welfare plans