PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. THE BOBBITT GROUP, INC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 03-0506079

THE BOBBITT GROUP, INC

2400 WESTON PARKWAY · CARY, NC 27513
9198004650
Plans filed
1
Years active
2024–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$713K
No prior year
Persons covered
215
No prior year
Total participants
112
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$713K
THE BOBBITT GROUP, INC EMPLOYEE BENEFITS PLAN
Mixed215 covered·7 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$466K62.6%
Dental$84K11.3%
Other$48K6.4%
Long-term disability$47K6.3%
Short-term disability$40K5.3%
Life$32K4.3%
Prescription drug$17K2.2%
Vision$11K1.5%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$466K65.4%11109
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$118K16.6%14105
DELTA DENTAL OF CALIFORNIA
EIN 561018068
D
$84K11.8%11215
EMPLOYEE NETWORK, INC.
EIN 382776173
Rx
$17K2.3%11118
UNITED HEALTHCARE INSURANCE COMPANY
EIN 362739571
Oth
$13K1.8%11118
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$11K1.6%11105
WORKPARTNERS
EIN 251769564
Oth
$3K0.4%11126

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
JAMES A SCOTT & SON INCLYNCHBURG, VAUNITED OF OMAHA LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY, DELTA DENTAL OF NORTH CAROLINA$31K$7K$38K95.2%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$2K$2K3.9%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$205$2050.5%1
THREEFLOWCHICAGO, ILFIDELITY SECURITY LIFE INSURANCE COMPANY$143$0$1430.4%1

History & trajectory

2 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica