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Sponsor portfolio

KAPUR & ASSOCIATES, INC.

EIN 39-1420448-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$109.7M assets
Welfare
1
$228K premiums
Participants
940
7711 N PORT WASHINGTON RD - MILWAUKEE, WI 532173130414-751-7200kapurengineers.comLinkedIn201-500 employeescivil engineering
Plans on this EIN
3 filings
#002ESOP-$59.1M - 256 part#001401k-$50.6M - 448 part#505Mixed-$228K - 450 lives

Retirement portfolio analytics

2 plans aggregated / $109.7M assets / 704 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEE STOCK OWNERSHIP (#002)54%
  • INC. 401K Savings (#001)46%
Total $109.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K Savings (#001)448
  • EMPLOYEE STOCK OWNERSHIP (#002)256
Total 704Click row to drill in

Benefits portfolio analytics

1 plan / $228K premiums / 450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$193K
  • Short-term disability$193K
  • Long-term disability$193K
  • Other$193K
  • Vision$35K
Total $228K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • RELIASTAR LIFE INSURANCE COMPANY85%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
Total $228K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $27K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KAPUR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$59.1M
Participants256
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN

401k

Assets$50.6M
Participants448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KAPUR & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$228K
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KAPUR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$59.1M2562025
001KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN401k$50.6M4482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KAPUR & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$228K4502025
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