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  2. THE KLEINFELDER GROUP, INC.
Sponsor portfolio

THE KLEINFELDER GROUP, INC.

EIN 68-0053138-civil engineering-Latest filing 2025
Plans
2
Retirement
1
$539.0M assets
Welfare
1
$4.3M premiums
Participants
7,413
770 FIRST AVENUE, SUITE 400 - SAN DIEGO, CA 92101619-831-4600kleinfelder.comLinkedIn1001-5000 employeescivil engineering
Plans on this EIN
2 filings
#003401k-$539.0M - 4,774 part#505Fully Insured-$4.3M - 3,536 lives

Benefits portfolio analytics

1 plan / $4.3M premiums / 3,536 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.7M
  • Life$2.2M
  • Short-term disability$2.2M
  • Long-term disability$2.2M
  • Health$1.3M
  • Vision$398K
  • +2 more
Total $4.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA52%
  • KAISER FOUNDATION HEALTH PLAN INC27%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN6%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • +3 more
Total $4.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • LOCKTON COMPANIES, LLC99%
  • PLANSOURCE BENEFITS ADMINISTRATION1%
  • IMG0%
  • MARSH & MCLENNAN AGENCY LLC0%
  • THOMAS CHRISTOPHER SMITH0%
  • +2 more
Total $310K7 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

THE KLEINFELDER GROUP, INC. 401(K) PLAN

401k

Assets$539.0M
Participants4,774
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

THE KLEINFELDER GROUP, INC. HEALTH AND WELFARE PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$4.3M
Covered lives3,536
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE KLEINFELDER GROUP, INC. 401(K) PLAN401k$539.0M4,7742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505THE KLEINFELDER GROUP, INC. HEALTH AND WELFARE PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$4.3M3,5362025
Retirement plans
Welfare plans
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