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  2. CRB GROUP, INC.
Sponsor portfolio

CRB GROUP, INC.

EIN 84-3462211-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
6
Retirement
1
$216.2M assets
Welfare
5
$2.0M premiums
Participants
5,927
1251 NW BRIARCLIFF PARKWAY - KANSAS CITY, MO 64116816-880-9800
Plans on this EIN
6 filings
#001401k-$216.2M - 1,522 part#508Self Funded-$1.1M - 876 lives#503Fully Insured-$448K - 967 lives#504Fully Insured-$339K - 967 lives#506Fully Insured-$112K - 675 lives#509Unknown-0 lives

Benefits portfolio analytics

5 plans / $2.0M premiums / 3,485 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$1.1M
  • Life$339K
  • Other$339K
  • Long-term disability$258K
  • Short-term disability$190K
  • Vision$112K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • QBE INSURANCE56%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY39%
  • SURENCY LIFE AND HEALTH6%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
51%top
  • STEALTH PARTNER GROUP LLC51%
  • CBIZ BENEFITS & INSURANCE SERVICES49%
Total $155K2 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

CRB GROUP, INC 401(K) PLAN

401k

Assets$216.2M
Participants1,522
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CRB GROUP, INC. EMPLOYEE BENEFIT PLAN

Self Funded - QBE INSURANCE

Premiums$1.1M
Covered lives876
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CRB GROUP, INC. COMPREHENSIVE DISABILITY PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$448K
Covered lives967
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CRB GROUP, INC. LIFE AND AD&D PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$339K
Covered lives967
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

CRB GROUP, INC. VISION PLAN

Fully Insured - SURENCY LIFE AND HEALTH

Premiums$112K
Covered lives675
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

CRB GROUP, INC. EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CRB GROUP, INC 401(K) PLAN401k$216.2M1,5222024

Welfare plans5

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CRB GROUP, INC. EMPLOYEE BENEFIT PLANSelf FundedQBE INSURANCE$1.1M8762024
503CRB GROUP, INC. COMPREHENSIVE DISABILITY PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$448K9672024
504CRB GROUP, INC. LIFE AND AD&D PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$339K9672024
506CRB GROUP, INC. VISION PLANFully InsuredSURENCY LIFE AND HEALTH$112K6752024
509CRB GROUP, INC. EMPLOYEE ASSISTANCE PROGRAMUnknown-$002024
Retirement plans
Welfare plans
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