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Sponsor portfolioTH

KIMBALL MANAGEMENT CORPORATION

EIN 74-3036721-Latest filing 2025
Plans
3
Retirement
2
$9.8M assets
Welfare
1
$777K premiums
Participants
591
5205 W WILEY POST WAY - SALT LAKE CITY, UT 841162834801-972-2121
Plans on this EIN
3 filings
#002401k-$7.1M - 197 part#001ESOP-$2.6M - 206 part#505Mixed-$777K - 198 lives

Retirement portfolio analytics

2 plans aggregated / $9.8M assets / 403 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • KIMBALL MANAGEMENT 401(K) (#002)73%
  • EMPLOYEE STOCK OWNERSHIP (#001)27%
Total $9.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)206
  • KIMBALL MANAGEMENT 401(K) (#002)197
Total 403Click row to drill in

Benefits portfolio analytics

1 plan / $777K premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$594K
  • Other$130K
  • Life$101K
  • Long-term disability$52K
  • Vision$21K
  • Short-term disability$20K
Total $777K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA76%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA20%
  • VISION SERVICE PLAN3%
  • BLOMQUIST HALE CONSULTING1%
  • EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC0%
Total $777K5 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • LEAVITT GROUP68%
  • CENTERSTONE INSURANCE AND FINANCIAL32%
Total $37K2 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

KIMBALL MANAGEMENT 401(K) PLAN

401k

Assets$7.1M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KIMBALL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$2.6M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KIMBALL MANAGEMENT CORPORATION HEALTH AND WELFARE WRAP PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$777K
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KIMBALL MANAGEMENT 401(K) PLAN401k$7.1M1972024
001KIMBALL MANAGEMENT CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$2.6M2062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KIMBALL MANAGEMENT CORPORATION HEALTH AND WELFARE WRAP PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$777K1982025
Retirement plans
Welfare plans
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