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Sponsor portfolioWelfare / HealthEIN 33-0707710
A. J. KIRKWOOD & ASSOCIATES, INC.
4300 N. HARBOR BLVD. · FULLERTON, CA 92835
7145051977
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 23
- Latest filing
- 2025
Total premiums (latest)
$183K
No prior year
Persons covered
299
No prior year
Total participants
301
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $110K | 37.1% | |
| Dental | $71K | 23.9% | |
| Vision | $71K | 23.9% | |
| Life | $40K | 13.4% | |
| Short-term disability | $5K | 1.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 360883760 | LOth | $106K | 58.1% | 1 | 5 | 299 |
EIN 135123390 | DV | $71K | 38.9% | 1 | 1 | 240 |
EIN 570144607 | STDOth | $4K | 2.3% | 1 | 1 | 3 |
EIN 822723296 | LSTD | $1K | 0.7% | 1 | 1 | 1 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MDX FINANCIAL SERVICES, INC. | ANAHEIM, CA | RELIANCE STANDARD LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $18K | $0 | $18K | 65.1% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | RELIANCE STANDARD LIFE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $8K | $704 | $9K | 32.3% | 1 |
| FILICE INSURANCE AGENCY | CAMPBELL, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $334 | $0 | $334 | 1.2% | 1 |
| DAVID A. RACKLIFFE | SPRING HILL, TN | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $164 | $0 | $164 | 0.6% | 1 |
| VARIOUS - SEE ATTACHED | COLUMBUS, GA | AFLAC | $135 | $0 | $135 | 0.5% | 1 |
| MICHAEL F FAHEY III | SAN CLEMENTE, CA | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $80 | $14 | $94 | 0.3% | 1 |
History & trajectory
10 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