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Sponsor portfolio

KITSON & PARTNERS MANAGEMENT SERVICES, INC.

EIN 26-1377793-Latest filing 2025
Plans
2
Retirement
1
$22.6M assets
Welfare
1
$2.7M premiums
Participants
372
4500 PGA BOULEVARD, SUITE 400 - PALM BEACH GARDENS, FL 33418561-624-4000
Plans on this EIN
2 filings
#001401k-$22.6M - 267 part#501Fully Insured-$2.7M - 247 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 247 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Life$127K
  • Short-term disability$127K
  • Long-term disability$127K
  • Other$127K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA5%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
  • HUMANA INSURANCE COMPANY1%
Total $2.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • GALLAGHER BENEFIT SERVICES, INC.0%
  • MY MED PLAN-0%
Total $143K3 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

KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN

401k

Assets$22.6M
Participants267
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KITSON & PARTNERS MANAGEMENT SERVICES, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.7M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KITSON & PARTNERS MANAGEMENT SERVICES, INC. 401(K) PLAN401k$22.6M2672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KITSON & PARTNERS MANAGEMENT SERVICES, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.7M2472025
Retirement plans
Welfare plans
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