Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$110K
- Dental$71K
- Vision$71K
- Life$40K
- Short-term disability$5K
Filings through .
A.J. Kirkwood & Associates, Inc.
EIN 33-0707710constructionLatest filing 2025
Plans
2
Retirement
1
$25.7M assets
Health & Benefits
1
$183K premiums
Participants
760
4300 N. HARBOR BLVD. - FULLERTON, CA 92835714-505-1977ajk-a.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $183K premiums / 299 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
A. J. KIRKWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$25.7M
Participants459
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
A. J. KIRKWOOD & ASSOCIATES, INC. WELFARE BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$183K
Covered lives299
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | A. J. KIRKWOOD & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.7M | 459 | 2025 |
- #003 · ESOP · 2025459
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | A. J. KIRKWOOD & ASSOCIATES, INC. WELFARE BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $183K | 299 | 2025 |
- #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025299
Retirement plans
Health & Benefits plans