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  2. CURBTENDER INC.
Sponsor portfolio

CURBTENDER INC.

EIN 82-2732255-automotive-Latest filing 2025
Plans
3
Retirement
2
$5.0M assets
Welfare
1
$2.1M premiums
Participants
321
701 PERFORMANCE DRIVE - CEDAR FALLS, IA 506136952319-266-1721curbtender.comLinkedIn51-200 employeesautomotive
Plans on this EIN
3 filings
#001401k-$3.9M - 124 part#002401k-$1.1M - 49 part#501Fully Insured-$2.1M - 176 lives

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 173 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • 401(K) RETIREMENT PLAN (#001)78%
  • 401(K) RETIREMENT PLAN (#002)22%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)124
  • 401(K) RETIREMENT PLAN (#002)49
Total 173Click row to drill in

Benefits portfolio analytics

1 plan / $2.1M premiums / 176 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Life$176K
  • Short-term disability$176K
  • Long-term disability$176K
  • Other$26K
  • Vision$14K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA9%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
  • VERATRUS BENEFIT SOLUTIONS1%
  • HARTFORD LIFE AND ACCIDENT0%
  • +1 more
Total $2.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
47%top
  • N/A47%
  • ASSUREDPARTNERS37%
  • BHERD11%
  • RYAN BERVEN4%
  • CALVIN J KOHLENBERG1%
  • +1 more
Total $100K6 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

CURBTENDER INC. NON-UNION 401(K) RETIREMENT PLAN

401k

Assets$3.9M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CURBTENDER INC. UNION 401(K) RETIREMENT PLAN

401k

Assets$1.1M
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CURBTENDER INC EMPLOYEE BENEFITS PLAN

Fully Insured - WELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA

Premiums$2.1M
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CURBTENDER INC. NON-UNION 401(K) RETIREMENT PLAN401k$3.9M1242025
002CURBTENDER INC. UNION 401(K) RETIREMENT PLAN401k$1.1M492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CURBTENDER INC EMPLOYEE BENEFITS PLANFully InsuredWELLMARK BLUE CROSS AND BLUE SHIELD OF IOWA$2.1M1762025
Retirement plans
Welfare plans
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