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Sponsor portfolioWelfare / HealthEIN 01-0371466

KLEINSCHMIDT ASSOCIATES

PO BOX 650 · PITTSFIELD, ME 04967
2074161222
Plans filed
5
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
899
No prior year
Total participants
608
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #503$2.2M
HEALTH AND WELFARE PLAN
Fully insured308 covered·1 carrier
Primary: ANTHEM HEALTH PLANS OF MAINE, INC.
Plan #501$201K
KLEINSCHMIDT ASSOCIATES GROUP LIFE AND AND ACCIDENTAL DEATH & DISMEMBERMENT PLAN
Fully insured176 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$116K
KLEINSCHMIDT ASSOCIATES DENTAL PLAN
Fully insured286 covered·1 carrier
Primary: DELTA DENTAL PLAN OF MAINE
Plan #505$17K
KLEINSCHMIDT ASSOCIATES VISION PLAN
Fully insured129 covered·1 carrier
Primary: VISION SERVICE PLAN
Plan #502$4K
KLEINSCHMIDT ASSOCIATES ANTHEM GROUP LIFE INSURANCE PLAN
Fully insured108 covered·1 carrier
Primary: ANTHEM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.2M41.2%
Prescription drug$2.2M41.2%
Life$201K3.8%
Short-term disability$201K3.8%
Long-term disability$201K3.8%
Other$201K3.8%
Dental$116K2.2%
Vision$17K0.3%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
ANTHEM LIFE INSURANCE COMPANY
EIN 311705652
HRx
$2.2M86.8%11308
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$201K8.0%11176
DELTA DENTAL OF CALIFORNIA
EIN 010286541
D
$116K4.6%11286
VISION SERVICE PLAN
EIN 061227840
V
$17K0.7%11129

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCSOUTH PORTLAND, MEUNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL PLAN OF MAINE$21K$8K$29K88.4%2
UIG INC DBA UNITED INSURANCEPORTLAND, MEUNUM LIFE INSURANCE COMPANY OF AMERICA, DELTA DENTAL PLAN OF MAINE, VISION SERVICE PLAN$4K$0$4K11.6%3

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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