Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$14K
- Other$14K
Sponsor portfolio
KAIZEN CLINICAL PARTNERS, INC.
EIN 86-3730345Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
1
$13.8M assets
Welfare
1
$13K premiums
Participants
757
701 E. EXPRESSWAY 83, STE 331 - MCALLEN, TX 78501956-420-1236
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $13K premiums / 361 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- LONE STAR BENEFITS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
KAIZEN CLINICAL PARTNERS RETIREMENT PLAN
401k
Assets$13.8M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAIZEN CLINICAL PARTNERS, INC WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE CO
Premiums$13K
Covered lives361
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KAIZEN CLINICAL PARTNERS RETIREMENT PLAN | 401k | $13.8M | 396 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAIZEN CLINICAL PARTNERS, INC WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE CO | $13K | 361 | 2025 |
Retirement plans
Welfare plans