Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$202K
- Vision$202K
- Life$202K
- Short-term disability$202K
- Long-term disability$202K
- Other$202K
Filings through .
Kirkpatrick Management Company, Inc.
EIN 35-1291497real estateLatest filing 2025
Plans
4
Retirement
1
$5.4M assets
Health & Benefits
3
$412K premiums
Participants
572
Plans on this EIN
4 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Benefits portfolio analytics
3 plans / $412K premiums / 471 covered lives
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- Top carriers and their premium share
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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#001
KIRKPATRICK MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k)
Assets$5.4M
Participants328
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
KIRKPATRICK MANAGEMENT COMPANY, INC. LIFE INSURANCE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$210K
Covered lives227
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
KIRKPATRICK MANAGEMENT COMPANY, INC. CONSOLIDATED BENEFITS PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$202K
Covered lives244
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
KIRKPATRICK MANAGEMENT COMPANY, INC. SECTION 125 PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KIRKPATRICK MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401(k) | $5.4M | 328 | 2024 |
- #001 · 401(k) · 2024328
Health & Benefits plans
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | KIRKPATRICK MANAGEMENT COMPANY, INC. LIFE INSURANCE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $210K | 227 | 2024 |
| #503 | KIRKPATRICK MANAGEMENT COMPANY, INC. CONSOLIDATED BENEFITS PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $202K | 244 | 2025 |
| #501 | KIRKPATRICK MANAGEMENT COMPANY, INC. SECTION 125 PLAN | Self-funded | - | $0 | 0 | 2024 |
- #502 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2024227
- #503 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025244
- #501 · Self-funded · 20240
Retirement plans
Health & Benefits plans