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Sponsor portfolio

KENMARK OPTICAL, INC.

EIN 61-0999919-insurance-Latest filing 2025
Plans
3
Retirement
2
$42.9M assets
Welfare
1
$935K premiums
Participants
378
1800 RESEARCH DRIVE - LOUISVILLE, KY 40299502-267-4486LinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#003ESOP-$33.6M - 122 part#001401k-$9.3M - 153 part#502Mixed-$935K - 103 lives

Retirement portfolio analytics

2 plans aggregated / $42.9M assets / 275 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • EMPLOYEE STOCK OWNERSHIP (#003)78%
  • PROFIT SHARING PLAN (#001)22%
Total $42.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)153
  • EMPLOYEE STOCK OWNERSHIP (#003)122
Total 275Click row to drill in

Benefits portfolio analytics

1 plan / $935K premiums / 103 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$881K
  • Dental$881K
  • Long-term disability$30K
  • Life$24K
  • Other$24K
Total $935K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • ANTHEM LIFE INSURANCE COMPANY94%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Total $935K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • BROWN & BROWN INSURANCE SERVICES98%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC2%
  • LIFETIME FINANCIAL GROWTH CO O0%
Total $28K3 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

KENMARK OPTICAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$33.6M
Participants122
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KENMARK OPTICAL, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$9.3M
Participants153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KENMARK OPTICAL, INC. EMPLOYEE BENEFITS PLAN

Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$935K
Covered lives103
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003KENMARK OPTICAL, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$33.6M1222025
001KENMARK OPTICAL, INC. 401(K) PROFIT SHARING PLAN401k$9.3M1532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KENMARK OPTICAL, INC. EMPLOYEE BENEFITS PLANMixedANTHEM HEALTH PLANS OF KENTUCKY, INC.$935K1032025
Retirement plans
Welfare plans
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