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Sponsor portfolio

KTM NORTH AMERICA, INC.

EIN 34-1701652-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$3.7M premiums
Participants
686
30125 KTM WAY - MURRIETA, CA 92563951-600-8007
Plans on this EIN
2 filings
#001401k-$22.9M - 404 part#501Fully Insured-$3.7M - 282 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.1M
  • Prescription drug$3.1M
  • Other$657K
  • Dental$582K
  • Vision$582K
  • Life$582K
  • +2 more
Total $3.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY82%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
  • AFLAC2%
Total $3.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • MARSH & MCLENNAN AGENCY LLC95%
  • VARIOUS - SEE ATTACHED5%
Total $236K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KTM NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$22.9M
Participants404
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KTM NORTH AMERICA, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.7M
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KTM NORTH AMERICA INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$22.9M4042024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KTM NORTH AMERICA, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.7M2822025
Retirement plans
Welfare plans
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