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Sponsor portfolio

KESSLERS DIAMOND CENTER, INC.

EIN 39-1344111-Latest filing 2025
Plans
4
Retirement
2
$36.2M assets
Welfare
2
$81K premiums
Participants
634
N96 W16920 COUNTY LINE ROAD - GERMANTOWN, WI 53022262-255-8600
Plans on this EIN
4 filings
#003ESOP-$23.6M - 205 part#002401k-$12.7M - 173 part#503Fully Insured-$65K - 128 lives#502Fully Insured-$15K - 128 lives

Retirement portfolio analytics

2 plans aggregated / $36.2M assets / 378 participants

Assets by plan

Share of aggregate retirement assets

65%top
  • EMPLOYEE STOCK OWNERSHIP (#003)65%
  • CENTER, INC. 401(K) (#002)35%
Total $36.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)205
  • CENTER, INC. 401(K) (#002)173
Total 378Click row to drill in

Benefits portfolio analytics

2 plans / $81K premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Short-term disability$65K
  • Long-term disability$65K
  • Life$15K
  • Other$15K
Total $81K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $81K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KESSLERS DIAMOND CENTER INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$23.6M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KESSLER'S DIAMOND CENTER, INC. 401(K) PLAN

401k

Assets$12.7M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

KESSLERS DIAMOND CENTER, INC. SHORT TERM DISABILITY INSURANCE

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$65K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KESSLERS DIAMOND CENTER, INC. LIFE INSURANCE

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$15K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003KESSLERS DIAMOND CENTER INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$23.6M2052024
002KESSLER'S DIAMOND CENTER, INC. 401(K) PLAN401k$12.7M1732024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503KESSLERS DIAMOND CENTER, INC. SHORT TERM DISABILITY INSURANCEFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$65K1282025
502KESSLERS DIAMOND CENTER, INC. LIFE INSURANCEFully InsuredUNITED OF OMAHA LIFE INSURANCE COMPANY$15K1282025
Retirement plans
Welfare plans
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