Assets by plan
Share of aggregate retirement assets
Filings through .
The Milton & Hattie Kutz Home, Inc.
EIN 51-0070786Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
2
$1.6M assets
Health & Benefits
1
$186K premiums
Participants
311
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $1.6M assets / 211 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $186K premiums / 97 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$75K
- Other$75K
- Health$62K
- Dental$57K
- Vision$57K
- Short-term disability$38K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE MILTON & HATTIE KUTZ HOME, INC.
401(k)
Assets$1.4M
Participants202
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003
THE MILTON & HATTIE KUTZ HOME, INC.
401(k)
Assets$185K
Participants9
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
MILTON & HATTIE KUTZ HOME WRAP PLAN
Fully insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$186K
Covered lives97
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | 401(K) PROFIT SHARING PLAN FOR EMPLOYEES OF THE MILTON & HATTIE KUTZ HOME, INC. | 401(k) | $1.4M | 202 | 2025 |
| #003 | THE MILTON & HATTIE KUTZ HOME, INC. | 401(k) | $185K | 9 | 2025 |
- #002 · 401(k) · 2025202
- #003 · 401(k) · 20259
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MILTON & HATTIE KUTZ HOME WRAP PLAN | Fully insured | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $186K | 97 | 2025 |
- #501 · Fully insured · COLONIAL LIFE & ACCIDENT INSURANCE COMPANY · 202597
Retirement plans
Health & Benefits plans