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
Filings through .
Klingbeil Capital Management, Ltd.
EIN 94-3397989real estateLatest filing 2025
Plans
5
Retirement
1
$21.2M assets
Health & Benefits
4
$1.6M premiums
Participants
1,057
10530 LINDEN LAKE PLAZA, SUITE 201 - MANNASAS, VA 20109703-396-9380kcm.comLinkedIn201-500 employeesreal estate
Health & Benefits portfolio - carriers, brokers and premium across this company's 4 health and benefits plans.
Benefits portfolio analytics
4 plans / $1.6M premiums / 777 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN
401(k)
Assets$21.2M
Participants280
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
KLINGBEIL CAPITAL MANAGEMENT HEALTH PLAN
Fully insured - KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC
Premiums$1.3M
Covered lives150
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
KLINGBEIL CAPITAL MANAGEMENT BENEFIT PLAN
Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$212K
Covered lives191
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
KLINGBEIL CAPITAL MANAGEMENT DENTAL PLAN
Fully insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$132K
Covered lives313
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503
KLINGBEIL CAPITAL MANAGEMENT VISION PLAN
Fully insured - VISION SERVICE PLAN
Premiums$14K
Covered lives123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KLINGBEIL CAPITAL MANAGEMENT, LTD. 401(K) PROFIT SHARING PLAN | 401(k) | $21.2M | 280 | 2025 |
- #001 · 401(k) · 2025280
Health & Benefits plans
4 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | KLINGBEIL CAPITAL MANAGEMENT HEALTH PLAN | Fully insured | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $1.3M | 150 | 2025 |
| #501 | KLINGBEIL CAPITAL MANAGEMENT BENEFIT PLAN | Fully insured | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $212K | 191 | 2025 |
| #502 | KLINGBEIL CAPITAL MANAGEMENT DENTAL PLAN | Fully insured | METROPOLITAN LIFE INSURANCE COMPANY | $132K | 313 | 2025 |
| #503 | KLINGBEIL CAPITAL MANAGEMENT VISION PLAN | Fully insured | VISION SERVICE PLAN | $14K | 123 | 2025 |
- #504 · Fully insured · KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC · 2025150
- #501 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025191
- #502 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025313
- #503 · Fully insured · VISION SERVICE PLAN · 2025123
Retirement plans
Health & Benefits plans