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Sponsor portfolio

A. J. KIRKWOOD & ASSOCIATES, INC.

EIN 33-0707710-construction-Latest filing 2025
Plans
2
Retirement
1
$23.9M assets
Welfare
1
$183K premiums
Participants
916
4300 N. HARBOR BLVD. - FULLERTON, CA 92835714-505-1977ajk-a.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#003ESOP-$23.9M - 615 part#501Mixed-$183K - 299 lives

Benefits portfolio analytics

1 plan / $183K premiums / 299 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$110K
  • Dental$71K
  • Vision$71K
  • Life$40K
  • Short-term disability$5K
Total $183K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY58%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA39%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • AFLAC1%
Total $183K4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • MDX FINANCIAL SERVICES, INC.65%
  • PROFESSIONAL GROUP PLANS INC32%
  • FILICE INSURANCE AGENCY1%
  • DAVID A. RACKLIFFE1%
  • VARIOUS - SEE ATTACHED0%
  • +1 more
Total $27K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

A. J. KIRKWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.9M
Participants615
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

A. J. KIRKWOOD & ASSOCIATES, INC. WELFARE BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$183K
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003A. J. KIRKWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$23.9M6152024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501A. J. KIRKWOOD & ASSOCIATES, INC. WELFARE BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$183K2992025
Retirement plans
Welfare plans
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