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Sponsor portfolio

KUNKEL & ASSOCIATES, INC.

EIN 68-0558586-insurance-Latest filing 2025
Plans
2
Retirement
1
$18.8M assets
Welfare
1
$982K premiums
Participants
252
401 DATA COURT - DUBUQUE, IA 52003563-585-2825kunkel-inc.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$18.8M - 133 part#501Fully Insured-$982K - 173 lives

Benefits portfolio analytics

1 plan / $982K premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$817K
  • Prescription drug$817K
  • Dental$82K
  • Other$75K
  • Life$48K
  • Short-term disability$48K
  • +2 more
Total $982K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • BLUE CROSS OF CALIFORNIA83%
  • DELTA DENTAL OF CALIFORNIA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA8%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Total $982K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $16K1 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

KUNKEL & ASSOCIATES, INC. 401(K) PLAN

401k

Assets$18.8M
Participants133
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KUNKEL & ASSOCIATES, INC. WELFARE BENEFIT PLAN

Fully Insured - WELLMARK INC.

Premiums$982K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KUNKEL & ASSOCIATES, INC. 401(K) PLAN401k$18.8M1332025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KUNKEL & ASSOCIATES, INC. WELFARE BENEFIT PLANFully InsuredWELLMARK INC.$982K1732025
Retirement plans
Welfare plans
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