Assets by plan
Share of aggregate retirement assets
88%top
Sponsor portfolio
KAUFMAN BORGEEST & RYAN LLP
EIN 13-3951065law practiceLatest filing 2024
Plans
3
Retirement
2
$69.2M assets
Welfare
1
$3.4M premiums
Participants
533
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $69.2M assets / 343 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.4M premiums / 242 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Dental$2.8M
- Other$465K
- Life$405K
- Long-term disability$405K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
84%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY84%
- UNUM LIFE INSURANCE COMPANY OF AMERICA12%
- BLUE CROSS OF CALIFORNIA2%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
99%top
- HUB INTERNATIONAL MIDWEST LIMITED99%
- LIFETIME BENEFIT SOLUTIONS, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KB&R 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$60.9M
Participants225
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KB&R ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$8.3M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAUFMAN BORGEEST AND RYAN LLP WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$3.4M
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KB&R 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $60.9M | 225 | 2024 | |
| 003 | KB&R ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $8.3M | 118 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAUFMAN BORGEEST AND RYAN LLP WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $3.4M | 242 | 2024 |
Retirement plans
Welfare plans