Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$165K
- Other$85K
- Life$44K
- Long-term disability$44K
- Vision$17K
Sponsor portfolioTH
MAGNUSSON KLEMENCIC ASSOCIATES, INC.
EIN 91-0861758designLatest filing 2025
Plans
2
Retirement
1
$77.3M assets
Welfare
1
$267K premiums
Participants
425
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $267K premiums / 250 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- DELTA DENTAL OF CALIFORNIA62%
- UNITED OF OMAHA LIFE INSURANCE COMPANY16%
- LIFESECURE INSURANCE COMPANY15%
- VISION SERVICE PLAN6%
- HARTFORD LIFE AND ACCIDENT1%
Broker market share
Schedule A broker compensation
72%top
- THE BALDWIN GROUP WEST LLC72%
- SPECIALTY PLANNERS, INC.28%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MAGNUSSON KLEMENCIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST WITH 401(K)
401k
Assets$77.3M
Participants268
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MAGNUSSON KLEMENCIC ASSOCIATES, INC. HEALTH WELFARE PLAN
Mixed - DELTA DENTAL OF WASHINGTON
Premiums$267K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MAGNUSSON KLEMENCIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST WITH 401(K) | 401k | $77.3M | 268 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MAGNUSSON KLEMENCIC ASSOCIATES, INC. HEALTH WELFARE PLAN | Mixed | DELTA DENTAL OF WASHINGTON | $267K | 250 | 2025 |
Retirement plans
Welfare plans