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Sponsor portfolioTH

KINETIC SYSTEMS, INC.

EIN 94-2229569-Latest filing 2025
Plans
8
Retirement
1
$22.4M assets
Welfare
7
$585K premiums
Participants
1,725
4900 PROSPECTUS DRIVE - DURHAM, NC 27713919-322-9569
Plans on this EIN
8 filings
#001401k-$22.4M - 386 part#502Fully Insured-$150K - 241 lives#504Fully Insured-$143K - 322 lives#505Fully Insured-$97K - 138 lives#501Fully Insured-$88K - 7 lives#507Fully Insured-$58K - 321 lives#506Mixed-$48K - 78 lives#503Fully Insured-468 lives

Benefits portfolio analytics

7 plans / $585K premiums / 1,575 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$71K
  • Health$51K
  • Dental$38K
  • Vision$38K
  • Stop-loss$38K
  • Life$30K
  • +2 more
Total $88K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • BLUE CROSS OF CALIFORNIA43%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA34%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • STANDARD INSURANCE COMPANY6%
  • ARAG INSURANCE COMPANY3%
  • +1 more
Total $88K6 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • MCGRIFF INSURANCE SERVICES INC59%
  • HOLMES MURPHY & ASSOCIATES22%
  • BLAKE WELLER10%
  • THE BENEFIT COMPANY INC8%
  • MARSH & MCLENNAN AGENCY LLC2%
  • +1 more
Total $16K6 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

KINETIC SYSTEMS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$22.4M
Participants386
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KINETIC ENGINE SYSTEMS DENTAL PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$150K
Covered lives241
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

KINETIC ENGINE SYSTEMS BASIC LIFE

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$143K
Covered lives322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

KINETIC ENGINE SYSTEMS LTD

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$97K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KINETIC SYSTEMS, INC. EMPLOYEE WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$88K
Covered lives7
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

KINETIC ENGINE SYSTEMS STD PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$58K
Covered lives321
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

KINETIC ENGINE SYSTEMS INDEMNITY

Mixed - STANDARD INSURANCE COMPANY

Premiums$48K
Covered lives78
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

KINETIC ENGINE SYSTEMS VISION PLAN

Fully Insured - EYEMED VISION CARE

Premiums$0
Covered lives468
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KINETIC SYSTEMS, INC. RETIREMENT SAVINGS PLAN401k$22.4M3862024

Welfare plans7

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KINETIC ENGINE SYSTEMS DENTAL PLANFully InsuredSTANDARD INSURANCE COMPANY$150K2412024
504KINETIC ENGINE SYSTEMS BASIC LIFEFully InsuredSTANDARD INSURANCE COMPANY$143K3222024
505KINETIC ENGINE SYSTEMS LTDFully InsuredSTANDARD INSURANCE COMPANY$97K1382024
501KINETIC SYSTEMS, INC. EMPLOYEE WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$88K72025
507KINETIC ENGINE SYSTEMS STD PLANFully InsuredSTANDARD INSURANCE COMPANY$58K3212024
506KINETIC ENGINE SYSTEMS INDEMNITYMixedSTANDARD INSURANCE COMPANY$48K782024
503KINETIC ENGINE SYSTEMS VISION PLANFully InsuredEYEMED VISION CARE$04682024
Retirement plans
Welfare plans
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