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Sponsor portfolio

KIRKWOOD HOLDINGS, INC.

EIN 20-1623537-printing-Latest filing 2024
Plans
2
Retirement
1
$25.6M assets
Welfare
1
$2.3M premiums
Participants
504
904 MAIN STREET - WILMINGTON, MA 01887978-658-4200LinkedIn201-500 employeesprinting
Plans on this EIN
2 filings
#001401k-$25.6M - 367 part#511Fully Insured-$2.3M - 293 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 293 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Prescription drug$2.1M
  • Life$222K
  • Short-term disability$222K
  • Long-term disability$222K
Total $2.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA10%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • DIGITAL INSURANCE LLC88%
  • INDIGO INSURANCE SERVICES12%
  • BENEMAX, INC.0%
Total $92K3 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

KIRKWOOD HOLDINGS, INC. 401(K) PLAN

401k

Assets$25.6M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

KIRKWOOD HOLDINGS, INC. GROUP BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.3M
Covered lives293
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIRKWOOD HOLDINGS, INC. 401(K) PLAN401k$25.6M3672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511KIRKWOOD HOLDINGS, INC. GROUP BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.3M2932024
Retirement plans
Welfare plans
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