Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$270K
- Life$211K
- Dental$151K
- Vision$131K
- Long-term disability$109K
Sponsor portfolioTH
KAPNICK AND COMPANY, INC. DBA KAPNICK INSURANCE GROUP
EIN 38-1902430Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$44.8M assets
Welfare
1
$447K premiums
Participants
511
333 INDUSTRIAL DR. - ADRIAN, MI 49221517-263-4600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $447K premiums / 406 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA47%
- DELTA DENTAL OF CALIFORNIA34%
- UNUM LIFE INSURANCE COMPANY OF AMERICA16%
- ZURICH AMERICAN INSURANCE COMPANY2%
- ULLIANCE, INC.1%
Broker market share
Schedule A broker compensation
78%top
- KAPNICK & COMPANY, INC.78%
- CENTRO BENEFITS RESEARCH LLC20%
- W F HILL AND ASSOCIATES INC1%
- ASSUREX GLOBAL CORPORATION1%
- ROBIN W BASIL1%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST
401k
Assets$44.8M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN
Mixed - DELTA DENTAL OF MICHIGAN
Premiums$447K
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST | 401k | $44.8M | 286 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN | Mixed | DELTA DENTAL OF MICHIGAN | $447K | 406 | 2025 |
Retirement plans
Welfare plans