Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$265K
- Short-term disability$265K
- Long-term disability$265K
- Other$265K
- Dental$184K
- Vision$34K
Sponsor portfolioTH
KAPCO, INC.
EIN 39-1176457Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$588K premiums
Participants
1,274
1000 BADGER CIRCLE - GRAFTON, WI 53024262-377-6500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $588K premiums / 581 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- SUN LIFE ASSURANCE COMPANY OF CANADA45%
- DELTA DENTAL OF CALIFORNIA31%
- STANDARD INSURANCE COMPANY18%
- NGL6%
Broker market share
Schedule A broker compensation
50%top
- ACRISURE LLC50%
- WMC SERVICE CORPORATION46%
- UKG INC5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KAPCO, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$22.9M
Participants726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAPCO, INC. HEALTH PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$588K
Covered lives581
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAPCO, INC. 401(K) PROFIT SHARING PLAN | 401k | $22.9M | 726 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAPCO, INC. HEALTH PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $588K | 581 | 2025 |
Retirement plans
Welfare plans