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Sponsor portfolio

K.L. BREEDEN AND SONS, LLC

EIN 26-3828887-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$3.2M assets
Welfare
1
$5.2M premiums
Participants
963
104 WEST HIGH STREET - TERRELL, TX 75160972-563-2401klbsons.comLinkedIn501-1000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$3.2M - 455 part#501Fully Insured-$5.2M - 508 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 508 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.7M
  • Dental$4.7M
  • Vision$4.7M
  • Prescription drug$4.7M
  • Life$525K
  • Short-term disability$525K
  • +2 more
Total $5.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY10%
Total $5.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $359K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KLB SONS HOLDINGS, LLC 401(K) PLAN

401k

Assets$3.2M
Participants455
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

K.L. BREEDEN AND SONS, LLC HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$5.2M
Covered lives508
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KLB SONS HOLDINGS, LLC 401(K) PLAN401k$3.2M4552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501K.L. BREEDEN AND SONS, LLC HEALTH AND WELFARE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$5.2M5082025
Retirement plans
Welfare plans
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