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Original filing (PDF)20251014181524NAL0001745427001
CRB GROUP, INC.
Form 5500
FILING_RECEIVED
CRB GROUP, INC. EMPLOYEE BENEFIT PLAN
Health & welfare plan
Signals · 2
~3833 bps in Sched C feesNo recordkeeper disclosed
Active participants
765
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
-$3.0M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 3833 bps in Schedule C fees — 7272% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CRB GROUP, INC..
Plan sponsor
Name
CRB GROUP, INC.
EIN
84-3462211
Address
1251 NW BRIARCLIFF PARKWAY · SUITE 500 · KANSAS CITY, MO · 64116
Phone
(816) 880-9800
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
508
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
Audit & trust (Schedule H)
Auditor
MARKSNELSON LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, INC. | 41-1289245 | — | CLAIMS PROCESSOR | $468K | — |
| CBIZ BENEFITS & INSURANCE SERVICES | — | KANSAS CITY, MO | NONE | $165K | — |
| THE GUARDIAN LIFE INSURANCE COMPANY | 13-5123390 | — | NONE | $44K | — |
| COMMERCE BANK | 48-0962626 | — | NONE | $13K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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