Assets by plan
Share of aggregate retirement assets
55%top
Sponsor portfolio
KLINEDINST PC
EIN 33-0075004law practiceLatest filing 2025
Plans
3
Retirement
2
$27.7M assets
Welfare
1
$2.4M premiums
Participants
344
501 W. BROADWAY, SUITE 1100 - SAN DIEGO, CA 92101619-400-8000klinedinstlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $27.7M assets / 150 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 151 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Other$170K
- Life$124K
- Long-term disability$124K
Carrier market share
Premium dollars by Schedule A carrier
64%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY64%
- KAISER FOUNDATION HEALTH PLAN INC29%
- ANTHEM LIFE INSURANCE COMPANY5%
- AFLAC1%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Broker market share
Schedule A broker compensation
78%top
- ACRISURE LLC78%
- ROGERS BENEFIT GROUP INC18%
- CK GOHL INSURANCE SOLUTIONS2%
- AGNES E MORALES1%
- KEN MAJOR0%
- +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
KLINEDINST PC 401K PLAN I
401k
Assets$15.2M
Participants93
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
KLINEDINST PC 401K PLAN II
401k
Assets$12.4M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
KLINEDINST PC HEALTH AND WELFARE PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$2.4M
Covered lives151
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLINEDINST PC 401K PLAN I | 401k | $15.2M | 93 | 2024 | |
| 002 | KLINEDINST PC 401K PLAN II | 401k | $12.4M | 57 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KLINEDINST PC HEALTH AND WELFARE PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $2.4M | 151 | 2025 |
Retirement plans
Welfare plans