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  2. MARX OKUBO ASSOCIATES, LTD.
Sponsor portfolio

MARX OKUBO ASSOCIATES, LTD.

EIN 84-0887811-real estate-Latest filing 2025
Plans
3
Retirement
2
$64.4M assets
Welfare
1
$957K premiums
Participants
726
455 SHERMAN STREET - DENVER, CO 80203303-861-0300marxokubo.comLinkedIn201-500 employeesreal estate
Plans on this EIN
3 filings
#001401k-$39.3M - 279 part#002ESOP-$25.1M - 252 part#501Mixed-$957K - 295 lives

Retirement portfolio analytics

2 plans aggregated / $64.4M assets / 531 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • PLAN AND TRUST (#001)61%
  • EMPLOYEE STOCK OWNERSHIP (#002)39%
Total $64.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)279
  • EMPLOYEE STOCK OWNERSHIP (#002)252
Total 531Click row to drill in

Benefits portfolio analytics

1 plan / $957K premiums / 295 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$780K
  • Prescription drug$780K
  • Life$162K
  • Short-term disability$162K
  • Long-term disability$162K
  • Other$162K
  • +1 more
Total $957K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA17%
  • EYEMED VISION CARE2%
Total $957K3 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • IMA, INC.97%
  • WATCHTOWER TECHNOLOGIES INC3%
Total $67K2 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

MARX/OKUBO ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$39.3M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$25.1M
Participants252
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MARX OKUBO WRAP PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$957K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MARX/OKUBO ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST401k$39.3M2792024
002MARX/OKUBO ASSOCIATES, LTD. EMPLOYEE STOCK OWNERSHIP PLANESOP$25.1M2522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MARX OKUBO WRAP PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$957K2952025
Retirement plans
Welfare plans
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