Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$270K
- Life$211K
- Dental$151K
- Vision$131K
- Long-term disability$109K
Filings through .
Top hat
Kapnick and Company, Inc. Dba Kapnick Insurance Group
EIN 38-1902430Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$44.8M assets
Health & Benefits
1
$447K premiums
Participants
511
333 INDUSTRIAL DR. - ADRIAN, MI 49221517-263-4600
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $447K premiums / 406 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST
401(k)
Assets$44.8M
Participants286
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN
Mixed - DELTA DENTAL OF MICHIGAN
Premiums$447K
Covered lives406
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KAPNICK AND COMPANY, INC. PROFIT SHARING AND THRIFT SAVINGS PLAN AND TRUST | 401(k) | $44.8M | 286 | 2025 |
- #001 · 401(k) · 2025286
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | KAPNICK AND COMPANY, INC. EMPLOYEE BENEFIT PLAN | Mixed | DELTA DENTAL OF MICHIGAN | $447K | 406 | 2025 |
- #501 · Mixed · DELTA DENTAL OF MICHIGAN · 2025406
Retirement plans
Health & Benefits plans