PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KIRKWOOD HOLDING INC.
Sponsor portfolio

KIRKWOOD HOLDING INC.

EIN 20-1657242-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$47.8M assets
Welfare
1
$1.2M premiums
Participants
450
6161 COCHRAN ROAD, SUITE G - SOLON, OH 44139216-267-6200LinkedIn11-50 employeesmining & metals
Plans on this EIN
3 filings
#003ESOP-$24.7M - 128 part#005401k-$23.1M - 193 part#501Fully Insured-$1.2M - 130 lives

Retirement portfolio analytics

2 plans aggregated / $47.8M assets / 321 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • TRUST AND PLAN (#003)52%
  • TRUST AND PLAN (#005)48%
Total $47.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • TRUST AND PLAN (#005)193
  • TRUST AND PLAN (#003)128
Total 321Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 130 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$79K
  • Vision$79K
  • Life$23K
  • Long-term disability$23K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • SUN LIFE ASSURANCE COMPANY OF CANADA7%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $40K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN

ESOP

Assets$24.7M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN

401k

Assets$23.1M
Participants193
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIRKWOOD HOLDING INC. BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLANESOP$24.7M1282024
005KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN401k$23.1M1932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIRKWOOD HOLDING INC. BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1302025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica