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  2. KIMBERLITE CORPORATION
Sponsor portfolioTH

KIMBERLITE CORPORATION

EIN 77-0444505-security and investigations-Latest filing 2025
Plans
4
Retirement
3
$34.0M assets
Welfare
1
$785K premiums
Participants
434
3621 WEST BEECHWOOD AVENUE - FRESNO, CA 93711559-264-9730sonitrolsecurity.comLinkedIn51-200 employeessecurity and investigations
Plans on this EIN
4 filings
#002ESOP-$31.0M - 210 part#001401k-$1.7M - 63 part#003401k-$1.4M - 60 part#501Fully Insured-$785K - 102 lives

Retirement portfolio analytics

3 plans aggregated / $34.0M assets / 333 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • EMPLOYEE STOCK OWNERSHIP (#002)91%
  • KIMBERLITE 401(K) (#001)5%
  • KIMBERLITE 401(K) (#003)4%
Total $34.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)210
  • KIMBERLITE 401(K) (#001)63
  • KIMBERLITE 401(K) (#003)60
Total 333Click row to drill in

Benefits portfolio analytics

1 plan / $785K premiums / 102 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$688K
  • Prescription drug$688K
  • Dental$66K
  • Life$18K
  • Other$18K
  • Vision$13K
Total $785K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • KAISER FOUNDATION HEALTH PLAN INC49%
  • COMMUNITY CARE38%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY2%
  • STANDARD INSURANCE COMPANY2%
Total $785K5 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • RELATION INSURANCE SERVICES OF CA62%
  • CENTRO BENEFITS RESEARCH LLC37%
  • PACIFIC ADVISORS LLC1%
Total $9K3 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

KIMBERLITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$31.0M
Participants210
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

KIMBERLITE 401(K) PLAN

401k

Assets$1.7M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KIMBERLITE 401(K) PLAN

401k

Assets$1.4M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIMBERLITE CORPORATION HEALTH & WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN INC

Premiums$785K
Covered lives102
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002KIMBERLITE CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$31.0M2102024
001KIMBERLITE 401(K) PLAN401k$1.7M632024
003KIMBERLITE 401(K) PLAN401k$1.4M602024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIMBERLITE CORPORATION HEALTH & WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN INC$785K1022025
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