Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$398K
- Stop-loss$381K
- Dental$159K
- Vision$159K
- Life$159K
- Short-term disability$159K
- +1 more
Sponsor portfolio
KLOVER SEPA INC.
EIN 81-5335337ConstructionLatest filing 2024
Plans
3
Retirement
1
$17.9M assets
Welfare
2
$779K premiums
Participants
622
1121 RICHLAND COMMERCE DRIVE, SUITE B - QUAKERTOWN, PA 18951215-536-7706
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $779K premiums / 262 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- SUN LIFE ASSURANCE COMPANY OF CANADA49%
- AXIS INSURANCE COMPANY31%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
- ALLONE HEALTH0%
- HM LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
54%top
- AEGIS GENERAL INSURANCE AGENCY54%
- ENGLE-HAMBRIGHT & DAVIES, INC.43%
- AMERIHEALTH ADMINISTRATORS INC3%
- MAZZMAR LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE KLOVER COMPANIES RETIREMENT SAVINGS PLAN
401k
Assets$17.9M
Participants360
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KLOVER SEPA, INC. EMPLOYEE BENEFITS PLAN
Mixed - AXIS INSURANCE COMPANY
Premiums$398K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
KLOVER SEPA, INC. GROUP MEDICAL PLAN
Self Funded - SUN LIFE ASSURANCE COMPANY
Premiums$381K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE KLOVER COMPANIES RETIREMENT SAVINGS PLAN | 401k | $17.9M | 360 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KLOVER SEPA, INC. EMPLOYEE BENEFITS PLAN | Mixed | AXIS INSURANCE COMPANY | $398K | 140 | 2024 | |
| 502 | KLOVER SEPA, INC. GROUP MEDICAL PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY | $381K | 122 | 2024 |
Retirement plans
Welfare plans