Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.1M
- Dental$286K
- Vision$286K
- Life$286K
- Long-term disability$286K
- +1 more
Sponsor portfolio
KLD ASSOCIATES INC.
EIN 11-2233459Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$2.4M premiums
Participants
442
1500 ROUTE 112 BUILDING 9, SUITE A - PORT JEFFERSON STATION, NY 11776631-626-1596
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 200 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
62%top
- HILB GROUP OF NEW ENGLAND62%
- DIGITAL INSURANCE LLC17%
- CENTERSTONE INSURANCE AND FINANCIAL8%
- NATIONAL ENROLLMENT PARTNERS LLC6%
- UNKNOWN4%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KLD ASSOCIATES INC. 401(K) PLAN
401k
Assets$15.9M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KLD ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.4M
Covered lives200
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLD ASSOCIATES INC. 401(K) PLAN | 401k | $15.9M | 242 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KLD ASSOCIATES, INC. EMPLOYEE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.4M | 200 | 2025 |
Retirement plans
Welfare plans