Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KITWARE, INC.
EIN 14-1802694computer softwareLatest filing 2025
Plans
4
Retirement
2
$70.5M assets
Welfare
2
$2.6M premiums
Participants
726
1712 ROUTE 9, SUITE 300 - CLIFTON PARK, NY 12065518-371-3971kitware.comLinkedIn51-200 employeescomputer software
Retirement portfolio analytics
2 plans aggregated / $70.5M assets / 430 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.6M premiums / 664 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Prescription drug$2.3M
- Dental$231K
- Vision$231K
- Life$231K
- Short-term disability$231K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
91%top
- BLUE CROSS OF CALIFORNIA91%
- PRINCIPAL LIFE INSURANCE COMPANY9%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KITWARE 401K PLAN
401k
Assets$55.4M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KITWARE, INC. EMPLOYEE OWNERSHIP PLAN
ESOP
Assets$15.1M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
KITWARE, INC. EMPLOYEE MEDICAL PLAN
Fully Insured - HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC.
Premiums$2.3M
Covered lives333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
KITWARE, INC. WELFARE BENEFITS PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$231K
Covered lives331
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KITWARE 401K PLAN | 401k | $55.4M | 246 | 2024 | |
| 002 | KITWARE, INC. EMPLOYEE OWNERSHIP PLAN | ESOP | $15.1M | 184 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | KITWARE, INC. EMPLOYEE MEDICAL PLAN | Fully Insured | HIGHMARK WESTERN AND NORTHEASTERN NEW YORK INC. | $2.3M | 333 | 2025 | |
| 502 | KITWARE, INC. WELFARE BENEFITS PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $231K | 331 | 2025 |
Retirement plans
Welfare plans