Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$948K
- Dental$81K
- Life$62K
- Short-term disability$62K
- Long-term disability$62K
- Other$62K
Sponsor portfolio
CBSET, INC.
EIN 92-1943647researchLatest filing 2025
Plans
2
Retirement
1
$12.1M assets
Welfare
1
$1.1M premiums
Participants
264
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 180 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
Broker market share
Schedule A broker compensation
93%top
- ACRISURE LLC93%
- INDIGO INSURANCE SERVICES7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#333
CBSET, INC. 401(K) PLAN
401k
Assets$12.1M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CBSET, INC WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$1.1M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | CBSET, INC. 401(K) PLAN | 401k | $12.1M | 150 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CBSET, INC WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $1.1M | 180 | 2025 |
Retirement plans
Welfare plans