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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
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Stop-loss | $594K | 64.8% | |
| Other | $130K | 14.1% | |
| Life | $101K | 11.0% | |
| Long-term disability | $52K | 5.7% | |
| Vision | $21K | 2.2% | |
| Short-term disability | $20K | 2.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | SL | $594K | 76.5% | 1 | 1 | 0 |
EIN 010278678 | LSTDLTDOth | $152K | 19.5% | 1 | 5 | 186 |
EIN 061227840 | V | $21K | 2.7% | 1 | 1 | 156 |
EIN 870462684 | Oth | $11K | 1.4% | 1 | 1 | 198 |
EIN 204023720 | $0 | 0.0% | 1 | 1 | 164 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LEAVITT GROUP | MURRAY, UT | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY, EDUCATORS HEALTH PLANS LIFE, ACCIDENT AND HEALTH, INC, VISION SERVICE PLAN | $25K | $47 | $25K | 68.5% | 1 |
| CENTERSTONE INSURANCE AND FINANCIAL | DALLAS, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $0 | $12K | $12K | 31.5% | 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