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  2. KLINGBEIL CAPITAL MANAGEMENT, LTD.
Sponsor portfolio

KLINGBEIL CAPITAL MANAGEMENT, LTD.

EIN 94-3397989-real estate-Latest filing 2025
Plans
5
Retirement
1
$21.0M assets
Welfare
4
$1.6M premiums
Participants
1,078
500 W WILSON BRIDGE RD STE 140 - WORTHINGTON, OH 430852238703-396-9380kcm.comLinkedIn201-500 employeesreal estate
Plans on this EIN
5 filings
#001401k-$21.0M - 301 part#504Fully Insured-$1.3M - 150 lives#501Fully Insured-$212K - 191 lives#502Fully Insured-$132K - 313 lives#503Fully Insured-$14K - 123 lives

Benefits portfolio analytics

4 plans / $1.6M premiums / 777 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$132K
  • Other$120K
  • Life$105K
  • Long-term disability$62K
  • Short-term disability$31K
  • +1 more
Total $1.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • KAISER FOUNDATION HEALTH PLAN INC78%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY13%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • VISION SERVICE PLAN1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • THE JAMES B OSWALD COMPANY82%
  • CENTRO BENEFITS RESEARCH LLC18%
Total $102K2 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

KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN

401k

Assets$21.0M
Participants301
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

KLINGBEIL CAPITAL MANAGEMENT HEALTH PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC

Premiums$1.3M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KLINGBEIL CAPITAL MANAGEMENT BENEFIT PLAN

Fully Insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$212K
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KLINGBEIL CAPITAL MANAGEMENT DENTAL PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$132K
Covered lives313
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

KLINGBEIL CAPITAL MANAGEMENT VISION PLAN

Fully Insured - VISION SERVICE PLAN

Premiums$14K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN401k$21.0M3012024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
504KLINGBEIL CAPITAL MANAGEMENT HEALTH PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC$1.3M1502025
501KLINGBEIL CAPITAL MANAGEMENT BENEFIT PLANFully InsuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$212K1912025
502KLINGBEIL CAPITAL MANAGEMENT DENTAL PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$132K3132025
503KLINGBEIL CAPITAL MANAGEMENT VISION PLANFully InsuredVISION SERVICE PLAN$14K1232025
Retirement plans
Welfare plans
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