Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$310K
- Vision$303K
- Long-term disability$303K
- Other$303K
Sponsor portfolio
KBI SERVICES INC
EIN 82-4301730Latest filing 2025
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$310K premiums
Participants
1,569
102 5TH AVENUE - NEW YORK, NY 10011773-435-9036
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $310K premiums / 644 covered livesCarrier market share
Premium dollars by Schedule A carrier
98%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY98%
- COMPANION LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN
401k
Assets$20.7M
Participants925
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KBI SERVICES INC HEALTH AND WELFARE BENEFITS PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$310K
Covered lives644
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KBI SERVICES, INC. 401(K) & PROFIT SHARING PLAN | 401k | $20.7M | 925 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KBI SERVICES INC HEALTH AND WELFARE BENEFITS PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $310K | 644 | 2025 |
Retirement plans
Welfare plans