Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Dental$2.9M
- Vision$2.9M
- Prescription drug$2.9M
- Life$2.9M
- Short-term disability$2.9M
- +2 more
Sponsor portfolio
KALMAN AND COMPANY, INC.
EIN 54-1231255management consultingLatest filing 2025
Plans
2
Retirement
1
$25.4M assets
Welfare
1
$2.9M premiums
Participants
892
2901 SOUTH LYNNHAVEN ROAD, SUITE 340 - VIRGINIA BEACH, VA 23452757-461-4292kalmancoinc.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.9M premiums / 1,116 covered livesCarrier market share
Premium dollars by Schedule A carrier
99%top
- UNITEDHEALTHCARE INSURANCE COMPANY99%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST
401k
Assets$25.4M
Participants503
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KALMAN AND COMPANY, INC.
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.9M
Covered lives1,116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KALMAN & COMPANY, INC. EMPLOYEES SAVINGS & TRUST | 401k | $25.4M | 503 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KALMAN AND COMPANY, INC. | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.9M | 1,116 | 2025 |
Retirement plans
Welfare plans