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Sponsor portfolio

KUMON NORTH AMERICA, INC.

EIN 95-4254899-education management-Latest filing 2025
Plans
2
Retirement
1
$69.3M assets
Welfare
1
$377K premiums
Participants
703
301 N ROUTE 17, SUITE 1250 - RUTHERFORD, NJ 07070201-928-0444kumon.comLinkedIn501-1000 employeeseducation management
Plans on this EIN
2 filings
#001401k-$69.3M - 444 part#501Mixed-$377K - 265 lives

Benefits portfolio analytics

1 plan / $377K premiums / 265 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$299K
  • Life$212K
  • Short-term disability$212K
  • Long-term disability$212K
  • Vision$78K
Total $377K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
56%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY56%
  • VISION SERVICE PLAN21%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA19%
  • ARAG INSURANCE COMPANY4%
Total $377K4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • GALLAGHER BENEFIT SERVICES, INC.62%
  • HUB INTERNATIONAL MIDWEST LIMITED38%
Total $25K2 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

KUMON NORTH AMERICA, INC. 401(K) PLAN

401k

Assets$69.3M
Participants444
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KUMON NORTH AMERICA, INC. WELFARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$377K
Covered lives265
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KUMON NORTH AMERICA, INC. 401(K) PLAN401k$69.3M4442024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KUMON NORTH AMERICA, INC. WELFARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$377K2652025
Retirement plans
Welfare plans
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