Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$817K
- Health$758K
- Dental$758K
- Vision$758K
- Prescription drug$758K
- Life$46K
- +2 more
Sponsor portfolio
CBC GROUP, INC.
EIN 86-0203309wholesaleLatest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$817K premiums
Participants
382
5226 SOUTH 31ST PLACE - PHOENIX, AZ 85040602-441-1415cbcgroupco.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $817K premiums / 96 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- LIFE INSURANCE COMPANY OF NORTH AMERICA6%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
95%top
- LOVITT AND TOUCHE, INC.95%
- MARSH & MCLENNAN AGENCY LLC4%
- THE NIA GROUP1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CBC GROUP, INC. RETIREMENT SAVINGS PLAN
401k
Assets$9.4M
Participants291
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CBC GROUP WRAP DOC
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$817K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CBC GROUP, INC. RETIREMENT SAVINGS PLAN | 401k | $9.4M | 291 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CBC GROUP WRAP DOC | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $817K | 96 | 2025 |
Retirement plans
Welfare plans