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Sponsor portfolioTH

KSM BUSINESS SERVICES, INC.

EIN 35-2123203-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$197.5M assets
Welfare
1
$302K premiums
Participants
2,292
800 EAST 96TH STREET SUITE 500 - INDIANAPOLIS, IN 46240317-580-2000
Plans on this EIN
3 filings
#002401k-$105.5M - 856 part#001ESOP-$92.0M - 721 part#502Mixed-$302K - 715 lives

Retirement portfolio analytics

2 plans aggregated / $197.5M assets / 1,577 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • SERVICES, INC. 401(K) (#002)53%
  • EMPLOYEE STOCK OWNERSHIP (#001)47%
Total $197.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, INC. 401(K) (#002)856
  • EMPLOYEE STOCK OWNERSHIP (#001)721
Total 1,577Click row to drill in

Benefits portfolio analytics

1 plan / $302K premiums / 715 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$256K
  • Long-term disability$256K
  • Life$46K
Total $302K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $302K2 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • ENROLLEASE69%
  • ALTERITY BROKER SOLUTIONS19%
  • WATCHTOWER BENEFITS, LLC12%
Total $80K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KSM BUSINESS SERVICES, INC. 401(K) PLAN

401k

Assets$105.5M
Participants856
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$92.0M
Participants721
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KATZ, SAPPER & MILLER LLP GROUP BENEFIT PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$302K
Covered lives715
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KSM BUSINESS SERVICES, INC. 401(K) PLAN401k$105.5M8562024
001KSM BUSINESS SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$92.0M7212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KATZ, SAPPER & MILLER LLP GROUP BENEFIT PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$302K7152024
Retirement plans
Welfare plans
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