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Sponsor portfolio

KIMBALL, TIREY & ST. JOHN LLP

EIN 33-0404480-law practice-Latest filing 2025
Plans
2
Retirement
1
$28.5M assets
Welfare
1
$3.4M premiums
Participants
787
7676 HAZARD CENTER DRIVE, SUITE 900B - SAN DIEGO, CA 921084515619-234-1690kts-law.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
2 filings
#002401k-$28.5M - 427 part#501Fully Insured-$3.4M - 416 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.2M
  • Prescription drug$3.2M
  • Dental$670K
  • Vision$670K
  • Life$131K
  • Other$131K
  • +2 more
Total $3.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • AETNA LIFE INSURANCE COMPANY88%
  • KAISER FOUNDATION HEALTH PLAN INC7%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
  • AFLAC2%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • LUNDY INSURANCE SERVICES76%
  • AMWINS20%
  • VARIOUS - SEE ATTACHED3%
Total $249K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KIMBALL, TIREY & ST. JOHN LLP 401(K) PLAN

401k

Assets$28.5M
Participants427
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIMBALL AND TIREY WELFARE BENEFITS PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$3.4M
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KIMBALL, TIREY & ST. JOHN LLP 401(K) PLAN401k$28.5M4272025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIMBALL AND TIREY WELFARE BENEFITS PLANFully InsuredAETNA HEALTH, INC.$3.4M4162025
Retirement plans
Welfare plans
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