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Filings through Oct 24, 2026.

Kunkel & Associates, Inc.

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

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

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
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KUNKEL & ASSOCIATES, INC. 401(K) PLAN

401(k)

Assets$18.8M
Participants133
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KUNKEL & ASSOCIATES, INC. WELFARE BENEFIT PLAN

Fully insured - WELLMARK INC.

Premiums$982K
Covered lives173
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KUNKEL & ASSOCIATES, INC. 401(K) PLAN401(k)$18.8M1332025
  • KUNKEL & ASSOCIATES, INC. 401(K) PLAN$18.8M
    #001 · 401(k) · 2025133

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KUNKEL & ASSOCIATES, INC. WELFARE BENEFIT PLANFully insuredWELLMARK INC.$982K1732025
  • KUNKEL & ASSOCIATES, INC. WELFARE BENEFIT PLAN$982K
    #501 · Fully insured · WELLMARK INC. · 2025173
Retirement plans
Health & Benefits plans

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