Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$138K
- Short-term disability$138K
- Long-term disability$138K
- Other$138K
- Dental$113K
- Vision$113K
Sponsor portfolio
KURTZ BROS, INC.
EIN 34-1152347consumer goodsLatest filing 2025
Plans
2
Retirement
1
$24.7M assets
Welfare
1
$251K premiums
Participants
648
6415 GRANGER RD - INDEPENDENCE, OH 44131216-986-7000kurtz-bros.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $251K premiums / 120 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- UNITED HEALTHCARE INSURANCE COMPANY55%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA45%
Broker market share
Schedule A broker compensation
62%top
- MARSH & MCLENNAN AGENCY LLC62%
- GIBSON INSURANCE AGENCY, INC.38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KURTZ BROS., INC. 401(K) PROFIT SHARING & RETIREMENT PLAN
401k
Assets$24.7M
Participants528
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KURTZ BROS, INC. GROUP HEALTH PLAN
Mixed - UNITED HEALTHCARE INSURANCE COMPANY
Premiums$251K
Covered lives120
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KURTZ BROS., INC. 401(K) PROFIT SHARING & RETIREMENT PLAN | 401k | $24.7M | 528 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KURTZ BROS, INC. GROUP HEALTH PLAN | Mixed | UNITED HEALTHCARE INSURANCE COMPANY | $251K | 120 | 2025 |
Retirement plans
Welfare plans