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  2. Kleinschmidt Associates, Inc.
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Filings through Oct 24, 2026.

Kleinschmidt Associates, Inc.

EIN 01-0371466-information technology and services-Latest filing 2025
Plans
5
Retirement
1
$70.2M assets
Health & Benefits
4
$2.5M premiums
Participants
887
141 MAIN STREET, PO BOX 650 - PITTSFIELD, ME 04967207-487-3328kleinschmidtgroup.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
5 filings
#002401(k)-$70.2M - 279 part#503Fully insured-$2.2M - 308 lives#501Fully insured-$201K - 176 lives#504Fully insured-$116K - 286 lives#505Fully insured-$17K - 129 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.

Benefits portfolio analytics

4 plans / $2.5M premiums / 899 covered lives

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
Total $2.5M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

KLEINSCHMIDT ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST

401(k)

Assets$70.2M
Participants279
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

HEALTH AND WELFARE PLAN

Fully insured - ANTHEM HEALTH PLANS OF MAINE, INC.

Premiums$2.2M
Covered lives308
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

KLEINSCHMIDT ASSOCIATES GROUP LIFE AND AND ACCIDENTAL DEATH & DISMEMBERMENT PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$201K
Covered lives176
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

KLEINSCHMIDT ASSOCIATES DENTAL PLAN

Fully insured - DELTA DENTAL PLAN OF MAINE

Premiums$116K
Covered lives286
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

KLEINSCHMIDT ASSOCIATES VISION PLAN

Fully insured - VISION SERVICE PLAN

Premiums$17K
Covered lives129
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002KLEINSCHMIDT ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST401(k)$70.2M2792025
  • KLEINSCHMIDT ASSOCIATES EMPLOYEES PROFIT SHARING PLAN AND TRUST$70.2M
    #002 · 401(k) · 2025279

Health & Benefits plans

4 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503HEALTH AND WELFARE PLANFully insuredANTHEM HEALTH PLANS OF MAINE, INC.$2.2M3082025
#501KLEINSCHMIDT ASSOCIATES GROUP LIFE AND AND ACCIDENTAL DEATH & DISMEMBERMENT PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$201K1762025
#504KLEINSCHMIDT ASSOCIATES DENTAL PLANFully insuredDELTA DENTAL PLAN OF MAINE$116K2862025
#505KLEINSCHMIDT ASSOCIATES VISION PLANFully insuredVISION SERVICE PLAN$17K1292025
  • HEALTH AND WELFARE PLAN$2.2M
    #503 · Fully insured · ANTHEM HEALTH PLANS OF MAINE, INC. · 2025308
  • KLEINSCHMIDT ASSOCIATES GROUP LIFE AND AND ACCIDENTAL DEATH & DISMEMBERMENT PLAN$201K
    #501 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025176
  • KLEINSCHMIDT ASSOCIATES DENTAL PLAN$116K
    #504 · Fully insured · DELTA DENTAL PLAN OF MAINE · 2025286
  • KLEINSCHMIDT ASSOCIATES VISION PLAN$17K
    #505 · Fully insured · VISION SERVICE PLAN · 2025129
Retirement plans
Health & Benefits plans

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