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Sponsor portfolio

KAUFMAN LYNN CONSTRUCTION, INC.

EIN 65-0098115-construction-Latest filing 2025
Plans
3
Retirement
2
$66.1M assets
Welfare
1
$2.8M premiums
Participants
799
3185 SOUTH CONGRESS AVENUE - DELRAY BEACH, FL 33445561-361-6700kaufmanlynn.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#002ESOP-$42.0M - 317 part#001401k-$24.1M - 292 part#501Fully Insured-$2.8M - 233 lives

Retirement portfolio analytics

2 plans aggregated / $66.1M assets / 609 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • EMPLOYEE STOCK OWNERSHIP (#002)64%
  • PROFIT SHARING PLAN (#001)36%
Total $66.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)317
  • PROFIT SHARING PLAN (#001)292
Total 609Click row to drill in

Benefits portfolio analytics

1 plan / $2.8M premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Vision$313K
  • Life$313K
  • Short-term disability$313K
  • Long-term disability$313K
  • +2 more
Total $2.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY11%
Total $2.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • WHIPPLE & COMPANY97%
  • EA LEGACY LLC2%
  • GCG FINANCIAL LLC2%
Total $209K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KAUFMAN LYNN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$42.0M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KAUFMAN LYNN CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$24.1M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAUFMAN LYNN EMPLOYEE BENEFIT PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.8M
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KAUFMAN LYNN CONSTRUCTION, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$42.0M3172024
001KAUFMAN LYNN CONSTRUCTION, INC. 401(K) PROFIT SHARING PLAN401k$24.1M2922024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAUFMAN LYNN EMPLOYEE BENEFIT PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.8M2332025
Retirement plans
Welfare plans
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