What public Form 5500 filings show about the Cobalt Benefits Group, LLC 401(k) plan — and how to find and check your own account.
Cobalt Benefits Group, LLC (EIN 27-1516730) reports COBALT BENEFITS GROUP, LLC 401(K) PLAN on its most recent Form 5500, with $20.9M in plan assets across 218 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Cobalt Benefits Group, LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cobalt Benefits Group, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLUE CROSS BLUE SHIELD OF MA, BLUE CROSS BLUE SHIELD OF VERMONT, COMMONWEALTH FINANCIAL NETWORK.
