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Sponsor portfolio

KIRKPATRICK MANAGEMENT COMPANY, INC.

EIN 35-1291497-real estate-Latest filing 2025
Plans
4
Retirement
1
$5.4M assets
Welfare
3
$412K premiums
Participants
572
5702 KIRKPATRICK WAY - INDIANAPOLIS, IN 46220317-570-4358LinkedIn1-10 employeesreal estate
Plans on this EIN
4 filings
#001401k-$5.4M - 328 part#502Mixed-$210K - 227 lives#503Mixed-$202K - 244 lives#501Self Funded-0 lives

Benefits portfolio analytics

3 plans / $412K premiums / 471 covered lives

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
Total $202K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $202K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • AMERICAN HEALTHCARE GROUP, INC.100%
Total $45K1 slice

Plan deep-dives

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

KIRKPATRICK MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$5.4M
Participants328
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KIRKPATRICK MANAGEMENT COMPANY, INC. LIFE INSURANCE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$210K
Covered lives227
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

KIRKPATRICK MANAGEMENT COMPANY, INC. CONSOLIDATED BENEFITS PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$202K
Covered lives244
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KIRKPATRICK MANAGEMENT COMPANY, INC. SECTION 125 PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIRKPATRICK MANAGEMENT COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$5.4M3282024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KIRKPATRICK MANAGEMENT COMPANY, INC. LIFE INSURANCE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$210K2272024
503KIRKPATRICK MANAGEMENT COMPANY, INC. CONSOLIDATED BENEFITS PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$202K2442025
501KIRKPATRICK MANAGEMENT COMPANY, INC. SECTION 125 PLANSelf Funded-$002024
Retirement plans
Welfare plans
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