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Sponsor portfolio

KOENIG & BAUER (US), INC.

EIN 11-2996037-printing-Latest filing 2025
Plans
2
Retirement
1
$24.5M assets
Welfare
1
$378K premiums
Participants
345
2555 REGENT BOULEVARD - DALLAS, TX 75261469-532-8000LinkedIn51-200 employeesprinting
Plans on this EIN
2 filings
#001401k-$24.5M - 196 part#511Mixed-$378K - 370 lives

Benefits portfolio analytics

1 plan / $378K premiums / 370 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$126K
  • Vision$126K
  • Life$110K
  • Other$59K
  • Long-term disability$59K
  • Short-term disability$51K
Total $378K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA56%
  • METROPOLITAN LIFE INSURANCE COMPANY33%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • LIFESECURE INSURANCE COMPANY3%
Total $378K4 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • USI INSURANCE SERVICES LLC79%
  • WATCH TOWER TECHNOLOGIES INC15%
  • WATCHTOWER BENEFITS, LLC3%
  • BRANDY R BYERS1%
  • IMA, INC.1%
  • +3 more
Total $67K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KOENIG & BAUER (US) INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$24.5M
Participants196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

KOENIG & BAUER (US) INC. HEALTH AND WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$378K
Covered lives370
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOENIG & BAUER (US) INC. 401(K) AND PROFIT SHARING PLAN401k$24.5M1962024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511KOENIG & BAUER (US) INC. HEALTH AND WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$378K3702025
Retirement plans
Welfare plans
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