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.
Sponsor portfolioWelfare / HealthEIN 68-0053138
THE KLEINFELDER GROUP, INC.
770 FIRST AVENUE, SUITE 400 · SAN DIEGO, CA 92101
6198314600
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
3,536
No prior year
Total participants
2,639
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 | $2.7M | 23.8% | |
| Life | $2.2M | 19.4% | |
| Short-term disability | $2.2M | 19.4% | |
| Long-term disability | $2.2M | 19.4% | |
| Health | $1.3M | 11.5% | |
| Vision | $398K | 3.5% | |
| Prescription drug | $164K | 1.4% | |
| Dental | $161K | 1.4% |
Carrier overview
9 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 221211670 | LSTDLTDOth | $2.2M | 51.9% | 1 | 1 | 3,536 |
EIN 941340523 | H | $1.2M | 27.0% | 1 | 1 | 251 |
EIN 010278678 | Oth | $309K | 7.2% | 1 | 1 | 1,079 |
EIN 941632821 | V | $237K | 5.5% | 1 | 1 | 1,905 |
EIN 341650967 | Oth | $125K | 2.9% | 1 | 1 | 544 |
EIN 660571597 | HRxDV | $87K | 2.0% | 1 | 1 | 14 |
EIN 990040115 | HRxDV | $74K | 1.7% | 1 | 1 | 11 |
EIN 122345678 | Oth | $71K | 1.6% | 1 | 1 | 2,869 |
EIN 980211470 | HRx | $3K | 0.1% | 1 | 1 | 25 |
Broker overview
7 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | KANSAS CITY, MO | METLIFE LEGAL PLANS, AETNA INTERNATIONAL, UNUM LIFE INSURANCE COMPANY OF AMERICA, PRUDENTIAL INSURANCE COMPANY OF AMERICA | $302K | $5K | $307K | 99.0% | 1 |
| PLANSOURCE BENEFITS ADMINISTRATION | ORLANDO, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 0.8% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $599 | $599 | 0.2% | 1 |
| MARSH & MCLENNAN AGENCY LLC | CHARLOTTE, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | $36 | $0 | $36 | 0.0% | 1 |
| THOMAS CHRISTOPHER SMITH | NASHVILLE, TN | UNUM LIFE INSURANCE COMPANY OF AMERICA | $29 | $0 | $29 | 0.0% | 1 |
| JAMES H. VAN EPPS | ROSWELL, GA | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8 | $0 | $8 | 0.0% | 1 |
| CHARLES D. BLOCK | WILMINGTON, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | $8 | $0 | $8 | 0.0% | 1 |
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