PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. KALMAN AND COMPANY, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 54-1231255

KALMAN AND COMPANY, INC.

2901 SOUTH LYNNHAVEN ROAD · VIRGINIA BEACH, VA 23452
7574614292
Plans filed
1
Years active
2018–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$2.9M
No prior year
Persons covered
1,116
No prior year
Total participants
389
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$2.9M
KALMAN AND COMPANY, INC.
Fully insured1,116 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.9M12.6%
Dental$2.9M12.6%
Vision$2.9M12.6%
Prescription drug$2.9M12.6%
Life$2.9M12.4%
Short-term disability$2.9M12.4%
Long-term disability$2.9M12.4%
Other$2.9M12.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVLSTDLTDOth
$2.9M98.8%111,116
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
HRxDV
$35K1.2%115

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
USI INSURANCE SERVICES LLCVIRGINIA BEACH, VAUNITEDHEALTHCARE INSURANCE COMPANY$39K$39K$78K100.0%1

History & trajectory

8 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica