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Sponsor portfolio

KIMBALL ELECTRONICS, INC.

EIN 35-2047713-electrical/electronic manufacturing-Latest filing 2024
Plans
2
Retirement
1
$154.0M assets
Welfare
1
$1.3M premiums
Participants
2,759
1205 KIMBALL BOULEVARD - JASPER, IN 47546812-634-4000kimballelectronics.comLinkedIn5001-10000 employeeselectrical/electronic manufacturing
Plans on this EIN
2 filings
#001401k-$154.0M - 1,579 part#501Mixed-$1.3M - 1,165 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,165 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$932K
  • Life$683K
  • Long-term disability$683K
  • Vision$212K
  • Health$109K
Total $1.3M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY55%
  • RELIASTAR LIFE INSURANCE COMPANY19%
  • EYEMED VISION CARE17%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • ZURICH AMERICAN INSURANCE COMPANY1%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MERCER HEALTH AND BENEFITS, LLC98%
  • REUBEN WARNER ASSOCIATES, INC.2%
Total $132K2 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

KIMBALL ELECTRONICS RETIREMENT PLAN

401k

Assets$154.0M
Participants1,579
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIMBALL ELECTRONICS MASTER WELFARE BENEFITS PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives1,165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIMBALL ELECTRONICS RETIREMENT PLAN401k$154.0M1,5792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIMBALL ELECTRONICS MASTER WELFARE BENEFITS PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.3M1,1652024
Retirement plans
Welfare plans
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