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  2. KAHN, LITWIN, RENZA & CO., LTD.
Sponsor portfolio

KAHN, LITWIN, RENZA & CO., LTD.

EIN 05-0409384-accounting-Latest filing 2024
Plans
2
Retirement
1
$50.6M assets
Welfare
1
$392K premiums
Participants
644
951 NORTH MAIN STREET - PROVIDENCE, RI 02904401-274-2001LinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#002401k-$50.6M - 416 part#501Mixed-$392K - 292 lives

Benefits portfolio analytics

1 plan / $392K premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$188K
  • Dental$184K
  • Life$127K
  • Short-term disability$127K
  • Long-term disability$127K
  • Vision$19K
Total $392K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • DELTA DENTAL OF CALIFORNIA47%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY32%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA16%
  • EYEMED VISION CARE5%
Total $392K4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MARSH & MCLENNAN AGENCY LLC58%
  • USI INSURANCE SERVICES LLC24%
  • RICHARD HASKINS4%
  • ALEXANDER JEFFREY SEUBERT4%
  • J KING INSURANCE INC3%
  • +3 more
Total $28K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KAHN, LITWIN, RENZA & CO., LTD. 401(K) RETIREMENT PLAN

401k

Assets$50.6M
Participants416
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAHN, LITWIN, RENZA, & COMPANY

Mixed - DELTA DENTAL OF RHODE ISLAND

Premiums$392K
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KAHN, LITWIN, RENZA & CO., LTD. 401(K) RETIREMENT PLAN401k$50.6M4162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAHN, LITWIN, RENZA, & COMPANYMixedDELTA DENTAL OF RHODE ISLAND$392K2922024
Retirement plans
Welfare plans
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