PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KALBAUGH, PFUND & MESSERSMITH, P.C.
Sponsor portfolio

KALBAUGH, PFUND & MESSERSMITH, P.C.

EIN 54-1527978-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$27.9M assets
Welfare
1
$195K premiums
Participants
123
901 MOOREFIELD PARK DRIVE STE. 200 - RICHMOND, VA 23236804-320-6300
Plans on this EIN
2 filings
#001401k-$27.9M - 66 part#501Self Funded-$195K - 57 lives

Benefits portfolio analytics

1 plan / $195K premiums / 57 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • UNITED STATES FIRE INSURANCE COMPANY100%
  • UNITEDHEALTHCARE INSURANCE COMPANY0%
Total $195K2 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

KALBAUGH, PFUND & MESSERSMITH, P.C. 401(K) PLAN

401k

Assets$27.9M
Participants66
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KALBAUGH, PFUND & MESSERSMITH, P.C. GROUP HEALTH BENEFIT PLAN

Self Funded - CRUM & FORSTER

Premiums$195K
Covered lives57
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KALBAUGH, PFUND & MESSERSMITH, P.C. 401(K) PLAN401k$27.9M662025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KALBAUGH, PFUND & MESSERSMITH, P.C. GROUP HEALTH BENEFIT PLANSelf FundedCRUM & FORSTER$195K572025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica