PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Kapur & Associates, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Kapur & Associates, Inc.

EIN 39-1420448-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$109.7M assets
Health & Benefits
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#001401(k)-$50.6M - 448 part#505Mixed-$228K - 450 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $109.7M assets / 704 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#002)$59.1M
  • INC. 401K Savings (#001)$50.6M
Total $109.7MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. 401K Savings (#001)448
  • EMPLOYEE STOCK OWNERSHIP (#002)256
Total 704Select a row to open it

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
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

KAPUR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$59.1M
Participants256
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN

401(k)

Assets$50.6M
Participants448
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

KAPUR & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$228K
Covered lives450
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002KAPUR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$59.1M2562025
#001KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN401(k)$50.6M4482025
  • KAPUR & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN$59.1M
    #002 · ESOP · 2025256
  • KAPUR & ASSOCIATES, INC. 401K SAVINGS PLAN$50.6M
    #001 · 401(k) · 2025448

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505KAPUR & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$228K4502025
  • KAPUR & ASSOCIATES, INC. HEALTH AND WELFARE BENEFIT PLAN$228K
    #505 · Mixed · RELIASTAR LIFE INSURANCE COMPANY · 2025450
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica