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  2. Kirkwood Holding Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Kirkwood Holding Inc.

EIN 20-1657242-mining & metals-Latest filing 2025
Plans
3
Retirement
2
$47.6M assets
Health & Benefits
1
$1.2M premiums
Participants
491
6161 COCHRAN ROAD, SUITE G - SOLON, OH 44139216-267-6200LinkedIn11-50 employeesmining & metals
Plans on this EIN
3 filings
#003ESOP-$24.1M - 121 part#005401(k)-$23.4M - 241 part#501Fully insured-$1.2M - 130 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $47.6M assets / 362 participants

Assets by plan

Share of aggregate retirement assets

  • TRUST AND PLAN (#003)$24.1M
  • TRUST AND PLAN (#005)$23.4M
Total $47.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • TRUST AND PLAN (#005)241
  • TRUST AND PLAN (#003)121
Total 362Select a row to open it

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#003

KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN

ESOP

Assets$24.1M
Participants121
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN

401(k)

Assets$23.4M
Participants241
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KIRKWOOD HOLDING INC. BENEFITS PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives130
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLANESOP$24.1M1212025
#005KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN401(k)$23.4M2412025
  • KIRKWOOD HOLDING INC. EMPLOYEES' STOCK OWNERSHIP TRUST AND PLAN$24.1M
    #003 · ESOP · 2025121
  • KIRKWOOD HOLDING, INC. RETIREMENT SAVINGS TRUST AND PLAN$23.4M
    #005 · 401(k) · 2025241

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KIRKWOOD HOLDING INC. BENEFITS PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.2M1302025
  • KIRKWOOD HOLDING INC. BENEFITS PLAN$1.2M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025130
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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