Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE KENDAL CORPORATION
EIN 23-2688382hospital & health careLatest filing 2025
Plans
5
Retirement
3
$83.6M assets
Welfare
2
$8.4M premiums
Participants
5,728
591 COLLABORATION WAY, SUITE 603 - NEWARK, DE 19713610-335-1200LinkedIn1001-5000 employeeshospital & health care
Retirement portfolio analytics
3 plans aggregated / $83.6M assets / 3,578 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $8.4M premiums / 1,424 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.1M
- Prescription drug$3.1M
- Stop-loss$2.2M
- Dental$549K
- Life$349K
- Long-term disability$294K
- +3 more
Carrier market share
Premium dollars by Schedule A carrier
25%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY25%
- HM LIFE INSURANCE COMPANY24%
- BLUE CROSS OF CALIFORNIA22%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK12%
- DELTA DENTAL OF CALIFORNIA8%
- +3 more
Broker market share
Schedule A broker compensation
55%top
- MARSH & MCLENNAN AGENCY LLC55%
- GALLAGHER BENEFIT SERVICES, INC.23%
- HILB GROUP OF NEW ENGLAND19%
- THE KENDAL CORPORATION2%
- SEE ATTACHED1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE KENDAL CORPORATION 403(B) PLAN
403b
Assets$73.4M
Participants2,355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE KENDAL CORPORATION 401(A) PLAN
ProfitSharing
Assets$10.1M
Participants1,223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE KENDAL CORPORATION PENSION PLAN
TraditionalDB
Assets$78K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GROUP INSURANCE PLAN OF THE KENDAL CORPORATION
Fully Insured - HM LIFE INSURANCE COMPANY
Premiums$7.0M
Covered lives1,166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
KENDAL-CROSSLANDS COMMUNITIES GROUP MEDICAL PLAN
Self Funded - OPTUM HEALTH UNIMERICA INSURANCE COMPANY
Premiums$1.4M
Covered lives258
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE KENDAL CORPORATION 403(B) PLAN | 403b | $73.4M | 2,355 | 2024 | |
| 004 | THE KENDAL CORPORATION 401(A) PLAN | ProfitSharing | $10.1M | 1,223 | 2024 | |
| 001 | THE KENDAL CORPORATION PENSION PLAN | TraditionalDB | $78K | 0 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE PLAN OF THE KENDAL CORPORATION | Fully Insured | HM LIFE INSURANCE COMPANY | $7.0M | 1,166 | 2025 | |
| 502 | KENDAL-CROSSLANDS COMMUNITIES GROUP MEDICAL PLAN | Self Funded | OPTUM HEALTH UNIMERICA INSURANCE COMPANY | $1.4M | 258 | 2024 |
Retirement plans
Welfare plans