Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$7K
- Other$7K
Sponsor portfolio
KADLEC MOTORS, INC
EIN 41-1347459Latest filing 2025
Plans
2
Retirement
1
$5.7M assets
Welfare
1
$7K premiums
Participants
386
3333 WILDER RD NW - ROCHESTER, MN 55901507-280-2203
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7K premiums / 203 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
42%top
- KRAUS-ANDERSON INS. AGENCY, INC.42%
- GIS BENEFITS INC23%
- GCG FINANCIAL LLC20%
- BOON CHAPMAN BENEFIT ADMINISTRATORS16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
TOM KADLEC & AFFILIATES 401(K) PROFIT SHARING PLAN
401k
Assets$5.7M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
TOM KADLEC AUTO GROUP LIFE INSURANCE PLAN
Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$7K
Covered lives203
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TOM KADLEC & AFFILIATES 401(K) PROFIT SHARING PLAN | 401k | $5.7M | 183 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TOM KADLEC AUTO GROUP LIFE INSURANCE PLAN | Fully Insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | 203 | 2025 |
Retirement plans
Welfare plans