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Sponsor portfolio

KRUGGEL LAWTON & CO., LLC

EIN 35-1307701-Latest filing 2025
Plans
2
Retirement
1
$19.7M assets
Welfare
1
$372K premiums
Participants
317
210 SOUTH MICHIGAN STREET, SUITE 20 - SOUTH BEND, IN 46601574-289-4011
Plans on this EIN
2 filings
#001401k-$19.7M - 164 part#501Fully Insured-$372K - 345 lives

Benefits portfolio analytics

1 plan / $372K premiums / 345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$244K
  • Stop-loss$244K
  • Life$129K
  • Other$129K
  • Dental$79K
  • Vision$79K
  • +1 more
Total $372K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • ANTHEM LIFE INSURANCE COMPANY65%
  • METROPOLITAN LIFE INSURANCE COMPANY21%
  • STANDARD INSURANCE COMPANY13%
Total $372K3 slices

Broker market share

Schedule A broker compensation

Split broker
42%top
  • GIBSON INSURANCE AGENCY, INC.42%
  • DIETZ NEXTSTAGE FINANCIAL MANAGEMEN30%
  • JAMES R NELLIGAN & ASSOCIATES LLC28%
Total $18K3 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

KRUGGEL, LAWTON & CO. EMPLOYEES' BENEFIT PLAN

401k

Assets$19.7M
Participants164
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KRUGGEL LAWTON & CO., LLC COMPANY HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC

Premiums$372K
Covered lives345
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KRUGGEL, LAWTON & CO. EMPLOYEES' BENEFIT PLAN401k$19.7M1642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KRUGGEL LAWTON & CO., LLC COMPANY HEALTH AND WELFARE PLANFully InsuredANTHEM INSURANCE COMPANIES, INC$372K3452025
Retirement plans
Welfare plans
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