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Sponsor portfolio

KURTZMAN CARSON CONSULTANTS, LLC

EIN 95-4865159-Latest filing 2025
Plans
2
Retirement
1
$31.7M assets
Welfare
1
$461K premiums
Participants
603
222 N. PACIFIC COAST HIGHWAY - EL SEGUNDO, CA 90245310-823-9000
Plans on this EIN
2 filings
#001401k-$31.7M - 311 part#501Mixed-$461K - 291 lives

Benefits portfolio analytics

1 plan / $461K premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$292K
  • Life$190K
  • Long-term disability$70K
  • Short-term disability$61K
  • Vision$38K
Total $461K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
  • VISION SERVICE PLAN8%
Total $461K2 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • ALKEME INSURANCE SERVICES INC60%
  • USI INSURANCE SERVICES LLC34%
  • ALKENE INSURANCE SERVICES4%
  • PREPARE BENEFITS, LLC1%
Total $98K4 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

KCC RETIREMENT PLAN

401k

Assets$31.7M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KURTZMAN CARSON CONSULTANTS, LLC HEALTH PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$461K
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KCC RETIREMENT PLAN401k$31.7M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KURTZMAN CARSON CONSULTANTS, LLC HEALTH PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$461K2912025
Retirement plans
Welfare plans
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