Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$549K
- Life$520K
- Short-term disability$520K
- Long-term disability$520K
- Vision$75K
Sponsor portfolio
KLDISCOVERY HOLDINGS INC.
EIN 81-0787151Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
2
Retirement
1
$125.9M assets
Welfare
1
$624K premiums
Participants
3,374
9023 COLUMBINE ROAD - EDEN PRAIRIE, MN 55347703-288-3380
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $624K premiums / 783 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY83%
- VISION SERVICE PLAN12%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
- LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Broker market share
Schedule A broker compensation
97%top
- LOCKTON COMPANIES, LLC97%
- SUPERIOR LIFE SOLUTIONS, INC.1%
- GROUP AGENCY MANAGEMENT INC1%
- CHRISTOPHER KELLY0%
- SMART SOLUTIONS LLC0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KLDISCOVERY ONTRACK, LLC 401(K) PLAN
401k
Assets$125.9M
Participants2,571
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KLDISCOVERY HOLDINGS INC. WELFARE BENEFIT WRAP PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$624K
Covered lives783
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KLDISCOVERY ONTRACK, LLC 401(K) PLAN | 401k | $125.9M | 2,571 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KLDISCOVERY HOLDINGS INC. WELFARE BENEFIT WRAP PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $624K | 783 | 2024 |
Retirement plans
Welfare plans