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Sponsor portfolio

KPI CONCEPTS, LLC

EIN 83-0710883-business supplies and equipment-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$128K premiums
Participants
237
1415 W MT. PLEASANT STREET - WEST BURLINGTON, IA 52655319-754-5922kpiconcepts.comLinkedIn51-200 employeesbusiness supplies and equipment
Plans on this EIN
2 filings
#001401k-$6.7M - 130 part#501Fully Insured-$128K - 107 lives

Benefits portfolio analytics

1 plan / $128K premiums / 107 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$60K
  • Dental$35K
  • Life$23K
  • Vision$9K
Total $128K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
47%top
  • BLUE CROSS OF CALIFORNIA47%
  • DELTA DENTAL OF CALIFORNIA35%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA18%
Total $128K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HOLMES MURPHY & ASSOCIATES100%
Total $6K1 slice

Plan deep-dives

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

KPI CONCEPTS, LLC 401(K) PLAN

401k

Assets$6.7M
Participants130
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KPI CONCEPTS INC. H&W

Fully Insured - WELLMARK HEALTH PLAN OF IOWA

Premiums$128K
Covered lives107
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KPI CONCEPTS, LLC 401(K) PLAN401k$6.7M1302024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KPI CONCEPTS INC. H&WFully InsuredWELLMARK HEALTH PLAN OF IOWA$128K1072025
Retirement plans
Welfare plans
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