Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE KENDALL GROUP EMPLOYEE STOCK OWNERSHIP PLAN
EIN 38-2023622Wholesale TradeLatest filing 2025
Plans
4
Retirement
2
$1.13B assets
Welfare
2
$2.7M premiums
Participants
7,585
5101 S. SPRINKLE RD. - PORTAGE, MI 490022049269-978-3838
Retirement portfolio analytics
2 plans aggregated / $1.13B assets / 3,909 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $2.7M premiums / 3,532 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.3M
- Other$1.2M
- Life$963K
- Long-term disability$963K
- Vision$211K
Carrier market share
Premium dollars by Schedule A carrier
49%top
- DELTA DENTAL OF CALIFORNIA49%
- UNITED OF OMAHA LIFE INSURANCE COMPANY35%
- UNUM LIFE INSURANCE COMPANY OF AMERICA8%
- EYEMED VISION CARE8%
Broker market share
Schedule A broker compensation
100%top
- ADVANTAGE BENEFITS GROUP100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
THE KENDALL GROUP EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$899.8M
Participants1,898
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE KENDALL GROUP, INC. PROFIT SHARING PLAN
401k
Assets$230.1M
Participants2,011
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE KENDALL GROUP, INC. PARTICIPANT BENEFIT PLAN
Mixed - DELTA DENTAL OF MICHIGAN
Premiums$2.7M
Covered lives3,532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002
THE KENDALL GROUP, INC. PROFIT SHARING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | THE KENDALL GROUP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $899.8M | 1,898 | 2025 | |
| 002 | THE KENDALL GROUP, INC. PROFIT SHARING PLAN | 401k | $230.1M | 2,011 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE KENDALL GROUP, INC. PARTICIPANT BENEFIT PLAN | Mixed | DELTA DENTAL OF MICHIGAN | $2.7M | 3,532 | 2025 | |
| 002 | THE KENDALL GROUP, INC. PROFIT SHARING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans