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Sponsor portfolio

KAULIG COMPANIES LTD

EIN 81-3380680-financial services-Latest filing 2025
Plans
2
Retirement
1
$8.4M assets
Welfare
1
$194K premiums
Participants
362
1521 GEORGETOWN ROAD - HUDSON, OH 44236330-968-1110kauligcapital.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$8.4M - 183 part#501Mixed-$194K - 179 lives

Benefits portfolio analytics

1 plan / $194K premiums / 179 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$194K
  • Vision$194K
  • Life$194K
  • Short-term disability$194K
  • Long-term disability$194K
  • Other$194K
Total $194K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $194K1 slice

Broker market share

Schedule A broker compensation

Split broker
86%top
  • GALLAGHER BENEFIT SERVICES, INC.86%
  • CENTRO BENEFITS RESEARCH LLC14%
Total $28K2 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

KAULIG COMPANIES 401(K) PLAN

401k

Assets$8.4M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAULIG COMPANIES BENEFIT PROGRAM

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$194K
Covered lives179
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KAULIG COMPANIES 401(K) PLAN401k$8.4M1832024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAULIG COMPANIES BENEFIT PROGRAMMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$194K1792025
Retirement plans
Welfare plans
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