Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$456K
- Prescription drug$456K
- Other$147K
- Dental$130K
- Vision$130K
- Life$130K
- +1 more
Sponsor portfolio
KBM OFFICE EQUIPMENT, INC.
EIN 94-1442776Retail TradeLatest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$604K premiums
Participants
212
225 W. SANTA CLARA ST, SUITE 1550 - SAN JOSE, CA 95113408-351-7161
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $604K premiums / 160 covered livesCarrier market share
Premium dollars by Schedule A carrier
76%top
- KAISER FOUNDATION HEALTH PLAN INC76%
- METROPOLITAN LIFE INSURANCE COMPANY24%
Broker market share
Schedule A broker compensation
72%top
- HEFFERNAN INSURANCE BROKERS72%
- BROWN & BROWN INSURANCE SERVICES14%
- AMWINS14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KBM OFFICE EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$11.8M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
K B M OFFICE EQUIPMENT, INC. HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$604K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KBM OFFICE EQUIPMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $11.8M | 124 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | K B M OFFICE EQUIPMENT, INC. HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $604K | 160 | 2024 |
Retirement plans
Welfare plans