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  2. RUMMEL, KLEPPER & KAHL, LLP HEALTH PLAN
Sponsor portfolio

RUMMEL, KLEPPER & KAHL, LLP HEALTH PLAN

EIN 52-0599112-Latest filing 2025
Plans
2
Retirement
1
$303.4M assets
Welfare
1
$5.1M premiums
Participants
3,823
700 EAST PRATT STREET, SUITE 500 - BALTIMORE, MD 21202410-462-9355
Plans on this EIN
2 filings
#002401k-$303.4M - 2,394 part#701Mixed-$5.1M - 2,872 lives

Benefits portfolio analytics

1 plan / $5.1M premiums / 2,872 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$3.0M
  • Long-term disability$2.0M
  • Other$2.0M
  • Dental$2.0M
  • Vision$2.0M
  • Life$2.0M
Total $5.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA60%
  • METROPOLITAN LIFE INSURANCE COMPANY40%
  • MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY1%
Total $5.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • LOCKTON COMPANIES, LLC86%
  • CFA LLC13%
  • SILBERSTEIN INSURANCE GROUP0%
  • WILLIAM EDWARD THOMPSON II0%
  • DENNIS T FACIUS0%
  • +1 more
Total $505K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN

401k

Assets$303.4M
Participants2,394
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#701

RUMMEL, KLEPPER & KAHL, LLP HEALTH PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$5.1M
Covered lives2,872
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE RUMMEL, KLEPPER & KAHL, L.L.P. PRE-TAX SAVINGS PLAN401k$303.4M2,3942024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
701RUMMEL, KLEPPER & KAHL, LLP HEALTH PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$5.1M2,8722025
Retirement plans
Welfare plans
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