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Sponsor portfolio

KMA SUNBELT TRADING CORPORATION

EIN 59-2305075-consumer services-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$119K premiums
Participants
377
3696 ULMERTON ROAD - CLEARWATER, FL 33762727-572-7258LinkedIn1-10 employeesconsumer services
Plans on this EIN
2 filings
#003401k-$9.4M - 270 part#501Mixed-$119K - 123 lives

Benefits portfolio analytics

1 plan / $119K premiums / 123 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$69K
  • Vision$69K
  • Other$50K
  • Life$36K
  • Short-term disability$36K
Total $119K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • HUMANA INSURANCE COMPANY58%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA30%
  • HCC LIFE INSURANCE COMPANY12%
Total $119K3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • MJ INSURANCE40%
  • MCGRIFF INSURANCE SERVICES INC35%
  • KATHY SUE ENOCHS10%
  • MARSH & MCLENNAN AGENCY LLC8%
  • BKH HOLDINGS INC4%
  • +1 more
Total $15K6 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KMA SUNBELT TRADING CORPORATION RETIREMENT SAVINGS

401k

Assets$9.4M
Participants270
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

K.M.A. SUNBELT TRADING CORPORATION HEALTH BENEFIT PLAN

Mixed - HUMANA INSURANCE COMPANY

Premiums$119K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003KMA SUNBELT TRADING CORPORATION RETIREMENT SAVINGS401k$9.4M2702025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501K.M.A. SUNBELT TRADING CORPORATION HEALTH BENEFIT PLANMixedHUMANA INSURANCE COMPANY$119K1232025
Retirement plans
Welfare plans
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