Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Life$201K
- Short-term disability$201K
- Long-term disability$201K
- Other$201K
- +2 more
Sponsor portfolio
KLEINSCHMIDT ASSOCIATES, INC.
EIN 01-0371466information technology and servicesLatest filing 2025
Plans
5
Retirement
1
$70.2M assets
Welfare
4
$2.5M premiums
Participants
887
141 MAIN STREET, PO BOX 650 - PITTSFIELD, ME 04967207-487-3328kleinschmidtgroup.comLinkedIn201-500 employeesinformation technology and services
Benefits portfolio analytics
4 plans / $2.5M premiums / 899 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- ANTHEM LIFE INSURANCE COMPANY87%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- DELTA DENTAL OF CALIFORNIA5%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
88%top
- USI INSURANCE SERVICES LLC88%
- UIG INC DBA UNITED INSURANCE12%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KLEINSCHMIDT ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST
401k
Assets$70.2M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
HEALTH AND WELFARE PLAN
Fully Insured - ANTHEM HEALTH PLANS OF MAINE, INC.
Premiums$2.2M
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
KLEINSCHMIDT ASSOCIATES GROUP LIFE AND AND ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$201K
Covered lives176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
KLEINSCHMIDT ASSOCIATES DENTAL PLAN
Fully Insured - DELTA DENTAL PLAN OF MAINE
Premiums$116K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
KLEINSCHMIDT ASSOCIATES VISION PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$17K
Covered lives129
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KLEINSCHMIDT ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST | 401k | $70.2M | 279 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | HEALTH AND WELFARE PLAN | Fully Insured | ANTHEM HEALTH PLANS OF MAINE, INC. | $2.2M | 308 | 2025 | |
| 501 | KLEINSCHMIDT ASSOCIATES GROUP LIFE AND AND ACCIDENTAL DEATH & DISMEMBERMENT PLAN | Fully Insured | UNUM LIFE INSURANCE COMPANY OF AMERICA | $201K | 176 | 2025 | |
| 504 | KLEINSCHMIDT ASSOCIATES DENTAL PLAN | Fully Insured | DELTA DENTAL PLAN OF MAINE | $116K | 286 | 2025 | |
| 505 | KLEINSCHMIDT ASSOCIATES VISION PLAN | Fully Insured | VISION SERVICE PLAN | $17K | 129 | 2025 |
Retirement plans
Welfare plans