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Sponsor portfolio

KLEEN-RITE CORPORATION

EIN 23-1712065-business supplies and equipment-Latest filing 2025
Plans
6
Retirement
2
$19.2M assets
Welfare
4
$926K premiums
Participants
968
257 SOUTH 9TH STREET - COLUMBIA, PA 17512717-684-6721kleen-ritecorp.comLinkedIn51-200 employeesbusiness supplies and equipment
Plans on this EIN
6 filings
#001401k-$13.6M - 247 part#003CashBalance-$5.7M - 169 part#502Fully Insured-$779K - 130 lives#503Mixed-$140K - 146 lives#501Fully Insured-$7K - 146 lives#504Fully Insured-$554 - 146 lives

Retirement portfolio analytics

2 plans aggregated / $19.2M assets / 416 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • KLEEN-RITE CORPORATION 401(K) (#001)70%
  • CASH BALANCE PLAN (#003)30%
Total $19.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KLEEN-RITE CORPORATION 401(K) (#001)247
  • CASH BALANCE PLAN (#003)169
Total 416Click row to drill in

Benefits portfolio analytics

4 plans / $926K premiums / 568 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$779K
  • Prescription drug$779K
  • Life$146K
  • Other$140K
  • Dental$140K
  • Vision$140K
  • +2 more
Total $926K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY84%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
Total $926K2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • AMERICAN INSURANCE ADMINISTRATORS55%
  • GCG FINANCIAL LLC23%
  • ASSUREDPARTNERS22%
Total $70K3 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

KLEEN-RITE CORPORATION 401(K) PLAN

401k

Assets$13.6M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KLEEN-RITE CORPORATION CASH BALANCE PLAN

CashBalance

Assets$5.7M
Participants169
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KLEEN-RITE MEDICAL

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$779K
Covered lives130
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

KLEEN-RITE DENTAL VISION ANCILLARY

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$140K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KLEEN-RITE LIFE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$7K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

AD&D

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$554
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KLEEN-RITE CORPORATION 401(K) PLAN401k$13.6M2472024
003KLEEN-RITE CORPORATION CASH BALANCE PLANCashBalance$5.7M1692024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KLEEN-RITE MEDICALFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$779K1302025
503KLEEN-RITE DENTAL VISION ANCILLARYMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$140K1462025
501KLEEN-RITE LIFE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$7K1462025
504AD&DFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$5541462025
Retirement plans
Welfare plans
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