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Sponsor portfolio

KALTECH, LLC

EIN 81-0923659-mining & metals-Latest filing 2025
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$587K premiums
Participants
307
273 WEST BERGER LANE - MURRAY, UT 841074769801-506-0039kaltechglobal.netLinkedIn51-200 employeesmining & metals
Plans on this EIN
2 filings
#001401k-$4.0M - 140 part#505Mixed-$587K - 163 lives

Benefits portfolio analytics

1 plan / $587K premiums / 163 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$337K
  • Other$166K
  • Life$119K
  • Long-term disability$119K
  • Dental$83K
  • Vision$83K
Total $587K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • WESTPORT INSURANCE CORPORATION58%
  • USABLE LIFE20%
  • DENTIST DIRECT, LLC14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA6%
  • BLOMQUIST HALE CONSULTING1%
  • +1 more
Total $587K6 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • LEAVITT GROUP86%
  • PAM ANDERSON & ASSOCIATES INC5%
  • SHERRY M HOPKINS INS AGCY LUTCF, PC4%
  • ASHLEY ANDERSON2%
  • STEPHANIE COLTRIN2%
  • +3 more
Total $36K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KALTECH, LLC RETIREMENT PLAN

401k

Assets$4.0M
Participants140
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KALTECH LLC HEALTH AND WELFARE WRAP PLAN

Mixed - SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.

Premiums$587K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KALTECH, LLC RETIREMENT PLAN401k$4.0M1402025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KALTECH LLC HEALTH AND WELFARE WRAP PLANMixedSWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP.$587K1632025
Retirement plans
Welfare plans
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