Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$173K
- Vision$173K
- Life$173K
- Short-term disability$173K
- Other$173K
- +1 more
Sponsor portfolio
KALES TRUCK & HEAVY EQUIP
EIN 20-2746267constructionLatest filing 2025
Plans
2
Retirement
1
$520K assets
Welfare
1
$1.5M premiums
Participants
249
312 WEST MAIN STREET - DILLON, SC 29536843-487-5162kalestruckheavyequipment.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 145 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- COMPANION LIFE INSURANCE COMPANY10%
- PRINCIPAL LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
79%top
- HUB INTERNATIONAL MIDWEST LIMITED79%
- THE CASON GROUP INC21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KALES TRUCK & HEAVY EQUIPMENT 401(K) PROFIT SHARING PLAN & TRU
401k
Assets$520K
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KALES TRUCK & HEAVY EQUIPMENT
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.5M
Covered lives145
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KALES TRUCK & HEAVY EQUIPMENT 401(K) PROFIT SHARING PLAN & TRU | 401k | $520K | 79 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KALES TRUCK & HEAVY EQUIPMENT | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.5M | 145 | 2024 |
Retirement plans
Welfare plans