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  1. Companies/
  2. THE KINETIC GROUP, INC.
Sponsor portfolioTH

THE KINETIC GROUP, INC.

EIN 47-1016855-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$667.1M assets
Welfare
1
$3.0M premiums
Participants
10,595
900 BOB EHLEN DRIVE, ATTN TAX DEPARTMENT - ANOKA, MN 55303763-433-1000
Plans on this EIN
3 filings
#001401k-$529.1M - 5,391 part#002CashBalance-$138.0M - 1,602 part#501Mixed-$3.0M - 4,898 lives

Retirement portfolio analytics

2 plans aggregated / $667.1M assets / 6,993 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • GROUP, INC. 401(K) (#001)79%
  • AND RETIREMENT PLAN (#002)21%
Total $667.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • THE VANGUARD GROUP, INC.79%
  • (Not disclosed)21%
Total $667.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • GROUP, INC. 401(K) (#001)5,391
  • AND RETIREMENT PLAN (#002)1,602
Total 6,993Click row to drill in

Benefits portfolio analytics

1 plan / $3.0M premiums / 4,898 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.2M
  • Life$1.1M
  • Vision$406K
  • Long-term disability$383K
Total $3.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • HARTFORD LIFE AND ACCIDENT46%
  • RELIASTAR LIFE INSURANCE COMPANY22%
  • EYEMED VISION CARE14%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY13%
  • LEGALPLANS, USA3%
  • +3 more
Total $3.0M8 slices

Broker market share

Schedule A broker compensation

Split broker
49%top
  • BROWN AND BROWN OF FLORIDA, INC.49%
  • HAYS COMPANIES, INC.38%
  • WATCHTOWER BENEFITS, LLC13%
  • AON CONSULTING INC0%
  • MERCER HEALTH AND BENEFITS, LLC0%
Total $181K5 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

THE KINETIC GROUP, INC. 401(K) PLAN

401k

Assets$529.1M
Participants5,391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE KINETIC GROUP, INC. PENSION AND RETIREMENT PLAN

CashBalance

Assets$138.0M
Participants1,602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE KINETIC GROUP, INC. EMPLOYEE WELFARE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$3.0M
Covered lives4,898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE KINETIC GROUP, INC. 401(K) PLAN401k$529.1M5,3912024
002THE KINETIC GROUP, INC. PENSION AND RETIREMENT PLANCashBalance$138.0M1,6022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE KINETIC GROUP, INC. EMPLOYEE WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$3.0M4,8982024
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