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Sponsor portfolio

KERN, INC.

EIN 22-3538481-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$14.8M assets
Welfare
1
$255K premiums
Participants
322
3940 GANTZ ROAD, SUITE A - GROVE CITY, OH 43123614-317-2572
Plans on this EIN
2 filings
#001401k-$14.8M - 174 part#501Mixed-$255K - 669 lives

Benefits portfolio analytics

1 plan / $255K premiums / 669 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$171K
  • Life$156K
  • Short-term disability$131K
  • Long-term disability$131K
  • Vision$85K
Total $255K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • AMERICAN UNITED LIFE INSURANCE COMPANY51%
  • VISION SERVICE PLAN33%
  • ANTHEM LIFE INSURANCE COMPANY10%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $255K4 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • ASD INSURANCE & FINANCIAL SERVICES54%
  • GALLAGHER BENEFIT SERVICES, INC.32%
  • USI INSURANCE SERVICES LLC11%
  • ROGERS BENEFIT GROUP INC3%
Total $27K4 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

KERN, INC. 401(K) PLAN

401k

Assets$14.8M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KERN, INC. HEALTH AND WELFARE PLAN

Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY

Premiums$255K
Covered lives669
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KERN, INC. 401(K) PLAN401k$14.8M1742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KERN, INC. HEALTH AND WELFARE PLANMixedAMERICAN UNITED LIFE INSURANCE COMPANY$255K6692025
Retirement plans
Welfare plans
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