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Sponsor portfolio

KANSAS CITY CARE CLINIC

EIN 43-0967292-medical practice-Latest filing 2025
Plans
2
Retirement
1
$6.4M assets
Welfare
1
$2.4M premiums
Participants
505
3515 BROADWAY STREET - KANSAS CITY, MO 64111816-777-2771LinkedIn51-200 employeesmedical practice
Plans on this EIN
2 filings
#001403b-$6.4M - 249 part#501Fully Insured-$2.4M - 256 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Other$67K
  • Long-term disability$46K
  • Short-term disability$36K
  • +1 more
Total $2.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • AETNA LIFE INSURANCE COMPANY94%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • CURALINC HEALTHCARE0%
Total $2.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • HOLMES MURPHY & ASSOCIATES78%
  • LOCKTON COMPANIES, LLC11%
  • GIS BENEFITS INC11%
Total $92K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KANSAS CITY CARE CLINIC RETIREMENT PLAN

403b

Assets$6.4M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KANSAS CITY CARE CLINIC EMPLOYEE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$2.4M
Covered lives256
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KANSAS CITY CARE CLINIC RETIREMENT PLAN403b$6.4M2492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KANSAS CITY CARE CLINIC EMPLOYEE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$2.4M2562025
Retirement plans
Welfare plans
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