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Sponsor portfolio

KUNZ, LEIGH & ASSOCIATES

EIN 38-3051652-computer software-Latest filing 2025
Plans
2
Retirement
1
$19.8M assets
Welfare
1
$2.5M premiums
Participants
363
2164 UNIVERSITY PARK DR STE 200 - OKEMOS, MI 488643960248-559-7910kunzleigh.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#001401k-$19.8M - 191 part#501Fully Insured-$2.5M - 384 lives

Benefits portfolio analytics

1 plan / $2.5M premiums / 384 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Dental$212K
  • Life$90K
  • Short-term disability$90K
  • Long-term disability$90K
  • +1 more
Total $2.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • BLUE CROSS OF CALIFORNIA44%
  • BLUE CARE NETWORK OF MICHIGAN43%
  • DELTA DENTAL OF CALIFORNIA8%
  • UNITED OF OHAMA LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE1%
Total $2.5M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GREGORY BROGAN100%
Total $90K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KL&A 401(K) PLAN

401k

Assets$19.8M
Participants191
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KUNZ, LEIGH & ASSOCIATES

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$2.5M
Covered lives384
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KL&A 401(K) PLAN401k$19.8M1912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KUNZ, LEIGH & ASSOCIATESFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$2.5M3842025
Retirement plans
Welfare plans
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