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Sponsor portfolio

KIRBY NAGELHOUT CONSTRUCTION CO.

EIN 93-1129077-construction-Latest filing 2025
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$697K premiums
Participants
398
20635 BRINSON BOULEVARD - BEND, OR 97701541-389-7119kirbynagelhout.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$10.1M - 209 part#501Fully Insured-$697K - 339 lives

Benefits portfolio analytics

1 plan / $697K premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$473K
  • Prescription drug$473K
  • Vision$457K
  • Other$224K
  • Dental$205K
  • Life$205K
  • +2 more
Total $697K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • PROVIDENCE HEALTH PLAN66%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA29%
  • AFLAC3%
  • MEDICAL AIR SERVICES ASSOCIATION, INC.2%
Total $697K4 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • ROBERT WEEKS59%
  • IMA, INC.27%
  • KATE THOMAS GROUP INC7%
  • WATCHTOWER BENEFITS, LLC4%
  • WORLD INSURANCE ASSOCIATES LLC2%
  • +3 more
Total $78K8 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

KIRBY NAGELHOUT CONSTRUCTION COMPANY 401(K) PLAN

401k

Assets$10.1M
Participants209
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KIRBY NAGELHOUT CONSTRUCTION CO. HEALTH & WELFARE BENEFIT PLAN

Fully Insured - PROVIDENCE HEALTH PLAN

Premiums$697K
Covered lives339
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KIRBY NAGELHOUT CONSTRUCTION COMPANY 401(K) PLAN401k$10.1M2092024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIRBY NAGELHOUT CONSTRUCTION CO. HEALTH & WELFARE BENEFIT PLANFully InsuredPROVIDENCE HEALTH PLAN$697K3392025
Retirement plans
Welfare plans
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