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Sponsor portfolio

KI MOBILITY, LLC

EIN 20-3582298-medical devices-Latest filing 2025
Plans
2
Retirement
1
$14.6M assets
Welfare
1
$165K premiums
Participants
780
5201 WOODWARD DRIVE - STEVENS POINT, WI 544817700715-997-9945kimobility.comLinkedIn201-500 employeesmedical devices
Plans on this EIN
2 filings
#001401k-$14.6M - 481 part#501Mixed-$165K - 395 lives

Benefits portfolio analytics

1 plan / $165K premiums / 395 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$76K
  • Other$76K
  • Long-term disability$53K
  • Vision$36K
Total $165K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY78%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY22%
Total $165K2 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • JEFFERY L SOLINSKY67%
  • FMLASOURCE INC27%
  • WATCHTOWER BENEFITS, LLC6%
Total $33K3 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

KI MOBILITY 401(K) PLAN

401k

Assets$14.6M
Participants481
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KI MOBILITY, LLC EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$165K
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KI MOBILITY 401(K) PLAN401k$14.6M4812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KI MOBILITY, LLC EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$165K3952025
Retirement plans
Welfare plans
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