Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Prescription drug$1.3M
- Dental$56K
- Other$24K
- Short-term disability$17K
- Vision$7K
- +1 more
Sponsor portfolioTH
THE KLEIN COMPANY
EIN 23-2516349real estateLatest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$1.4M premiums
Participants
252
1600 MARKET STREET, SUITE 3150 - PHILADELPHIA, PA 19103215-751-9600thekleincompany.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 152 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- STANDARD INSURANCE COMPANY4%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- HARTFORD LIFE AND ACCIDENT1%
Broker market share
Schedule A broker compensation
74%top
- GALLAGHER BENEFIT SERVICES, INC.74%
- TOMPKINS INSURANCE AGENCIES17%
- JAMES R NELLIGAN & ASSOCIATES LLC7%
- JENNIFER MCCLELLAN1%
- MELINDA DIANE SWARTLEY1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE KLEIN COMPANY 401K PLAN
401k
Assets$8.0M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE KLEIN COMPANY EMPLOYEE BENEFIT PLAN
Mixed - INDEPENDENCE BLUE CROSS
Premiums$1.4M
Covered lives152
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE KLEIN COMPANY 401K PLAN | 401k | $8.0M | 130 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE KLEIN COMPANY EMPLOYEE BENEFIT PLAN | Mixed | INDEPENDENCE BLUE CROSS | $1.4M | 152 | 2025 |
Retirement plans
Welfare plans