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  2. KG STEVENS, INC.
Sponsor portfolio

KG STEVENS, INC.

EIN 92-0289539-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$6.7M assets
Welfare
1
$60K premiums
Participants
300
11100 WEST SILVER SPRING RD - MILWAUKEE, WI 53225262-432-1060kgstevens.comLinkedIn51-200 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$6.7M - 190 part#501Mixed-$60K - 110 lives

Benefits portfolio analytics

1 plan / $60K premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$28K
  • Life$27K
  • Short-term disability$27K
  • Other$27K
  • Vision$5K
Total $60K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • DELTA DENTAL OF CALIFORNIA46%
  • HARTFORD LIFE AND ACCIDENT45%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $60K3 slices

Broker market share

Schedule A broker compensation

Split broker
40%top
  • MARSH & MCLENNAN AGENCY LLC40%
  • M3 INSURANCE SOLUTIONS INC33%
  • THE HORTON GROUP17%
  • CENTRO BENEFITS RESEARCH LLC10%
Total $8K4 slices

Plan deep-dives

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

K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN

401k

Assets$6.7M
Participants190
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

K.G. STEVENS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF WISCONSIN

Premiums$60K
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001K.G. STEVENS, INC. PROFIT SHARING AND RETIREMENT PLAN401k$6.7M1902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501K.G. STEVENS, INC. HEALTH AND WELFARE BENEFIT PLANMixedDELTA DENTAL OF WISCONSIN$60K1102025
Retirement plans
Welfare plans
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