PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. KIMBALL MANAGEMENT CORPORATION

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 74-3036721

KIMBALL MANAGEMENT CORPORATION

5205 W WILEY POST WAY · SALT LAKE CITY, UT 841162834
8019722121
Plans filed
2
Years active
2018–2025
Industry
NAICS 33
Latest filing
2025
Total premiums (latest)
$777K
No prior year
Persons covered
198
No prior year
Total participants
188
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #505$777K
KIMBALL MANAGEMENT CORPORATION HEALTH AND WELFARE WRAP PLAN
Mixed198 covered·6 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #501$375K
KIMBALL MANAGEMENT CORPORATION HEALTH AND WELFARE WRAP PLAN
Fully insured304 covered·3 carriers
Primary: SUN LIFE ASSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$594K64.8%
Other$130K14.1%
Life$101K11.0%
Long-term disability$52K5.7%
Vision$21K2.2%
Short-term disability$20K2.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
SL
$594K76.5%110
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$152K19.5%15186
VISION SERVICE PLAN
EIN 061227840
V
$21K2.7%11156
BLOMQUIST HALE CONSULTING
EIN 870462684
Oth
$11K1.4%11198
EDUCATORS MUTUAL PLANS LIFE, ACCIDENT AND HEALTH, INC
EIN 204023720
$00.0%11164

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LEAVITT GROUPMURRAY, UTUNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, EDUCATORS HEALTH PLANS LIFE, ACCIDENT AND HEALTH, INC, VISION SERVICE PLAN$25K$47$25K68.5%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXUNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY$0$12K$12K31.5%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