Plan Snapshot
- Plan Sponsor: Crb Group, INC.
- Sponsor EIN: 843462211
- Sponsor Address: 1251 NW BRIARCLIFF PARKWAY, KANSAS CITY, MO, 64116
- Plan Type: Health & Welfare
- Plan Number: 508
- Total Participants: 765
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 765 | $1.8M | $9.6M | $3.8M |
| 2023 | 926 | $1.7M | $11.8M | $4.4M |
| 2022 | 1,270 | $2.6M | $10.1M | $4.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | Other Service Provider | $468,054 | — | $468,054 |
| CBIZ BENEFITS & INSURANCE SERVICES | Other Service Provider | $165,000 | — | $165,000 |
| THE GUARDIAN LIFE INSURANCE COMPANY | Recordkeeper | $43,600 | — | $43,600 |
| COMMERCE BANK | Other Service Provider | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE GUARDIAN LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $689,154
- Estimated Expense Ratio: 38.332% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $689,064 | $12,500 | $511,564 | — | — |
| 2023 | $612,312 | — | $434,812 | — | — |
| 2022 | $707,422 | — | $522,151 | — | $177,500 |