Assets by plan
Share of aggregate retirement assets
89%top
Sponsor portfolio
MILTON & HATTIE KUTZ HOME, INC.
EIN 51-0070786Latest filing 2025
Plans
3
Retirement
2
$1.6M assets
Welfare
1
$186K premiums
Participants
293
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.6M assets / 193 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $186K premiums / 97 covered livesCoverage 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
Carrier market share
Premium dollars by Schedule A carrier
36%top
- STANDARD INSURANCE COMPANY36%
- UNUM LIFE INSURANCE COMPANY OF AMERICA33%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA31%
Broker market share
Schedule A broker compensation
37%top
- HUDSON PLANNING GROUP INC37%
- KISTLER TIFFANY BENEFITS25%
- ROTH VOLUNTARY BENEFIT SERVICES INC16%
- ENROLLEASE8%
- NICHOLAS CUSMANO6%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
EMPLOYEE BENEFIT PLAN OF THE MILTON HATTIE KUTZ HOME, INC.
OtherDC
Assets$1.4M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE MILTON & HATTIE KUTZ HOME, INC.
401k
Assets$171K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MILTON & HATTIE KUTZ HOME WRAP PLAN
Fully Insured - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY
Premiums$186K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | EMPLOYEE BENEFIT PLAN OF THE MILTON HATTIE KUTZ HOME, INC. | OtherDC | $1.4M | 181 | 2024 | |
| 003 | THE MILTON & HATTIE KUTZ HOME, INC. | 401k | $171K | 12 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans