Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Prescription drug$1.4M
- Dental$275K
- Life$275K
- Short-term disability$275K
- Long-term disability$275K
- +2 more
Sponsor portfolio
KVAL, INC.
EIN 94-2232368machineryLatest filing 2024
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$1.7M premiums
Participants
432
825 PETALUMA BLVD. SOUTH - PETALUMA, CA 94952707-762-7367kvalinc.comLinkedIn51-200 employeesmachinery
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 253 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- KAISER FOUNDATION HEALTH PLAN INC77%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA16%
- CALIFORNIA PHYSICIANS SERVICE6%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
81%top
- DIGITAL INSURANCE LLC81%
- REUBEN WARNER ASSOCIATES, INC.11%
- MJ INSURANCE5%
- ENROLLEASE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KVAL, INC. 401(K) AND PROFIT SHARING PLAN
401k
Assets$20.7M
Participants243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KVAL, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC.
Premiums$1.7M
Covered lives253
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KVAL, INC. 401(K) AND PROFIT SHARING PLAN | 401k | $20.7M | 243 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KVAL, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC. | $1.7M | 253 | 2024 |
Retirement plans
Welfare plans