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Sponsor portfolio

KOHRS LONNEMANN HEIL ENGINEERS, P.S.C.

EIN 61-0700189-Latest filing 2025
Plans
2
Retirement
1
$20.2M assets
Welfare
1
$74K premiums
Participants
281
1538 ALEXANDRIA PIKE STE 11 - FORT THOMAS, KY 410752612859-442-8050LinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$20.2M - 165 part#501Mixed-$74K - 116 lives

Benefits portfolio analytics

1 plan / $74K premiums / 116 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$74K
  • Long-term disability$74K
  • Other$74K
Total $74K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $74K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$20.2M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOHRS LONNEMANN HEIL ENGINEERS, INC. EMPLOYEE BENEFIT PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$74K
Covered lives116
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOHRS LONNEMANN HEIL ENGINEERS, INC. 401(K) PROFIT SHARING PLAN401k$20.2M1652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOHRS LONNEMANN HEIL ENGINEERS, INC. EMPLOYEE BENEFIT PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$74K1162025
Retirement plans
Welfare plans
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