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Sponsor portfolioWelfare / HealthEIN 81-0787151

KLDISCOVERY HOLDINGS INC.

9023 COLUMBINE ROAD · EDEN PRAIRIE, MN 55347
9529375161
Plans filed
1
Years active
2019–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$639K
No prior year
Persons covered
695
No prior year
Total participants
702
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$639K
KLDISCOVERY HOLDINGS INC. WELFARE BENEFIT WRAP PLAN
Mixed695 covered·4 carriers
Primary: LINCOLN NATIONAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Life$253K39.6%
Short-term disability$178K27.9%
Long-term disability$115K18.0%
Vision$70K10.9%
Other$24K3.7%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LSTDLTD
$546K85.4%13695
VISION SERVICE PLAN
EIN 237089668
V
$70K10.9%11491
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
Oth
$20K3.2%11131
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 131963496
Oth
$3K0.5%11695

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXLINCOLN NATIONAL LIFE INSURANCE COMPANY, PRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD, FEDERAL INSURANCE COMPANY$2K$37K$39K98.7%1
GROUP AGENCY MANAGEMENT INCVINTON, VAPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$251$0$2510.6%1
SUPERIOR LIFE SOLUTIONS, INC.MOUNT JULIET, TNPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$250$0$2500.6%1
CHRISTOPHER KELLYLAKEVILLE, MNPRE-PAID LEGAL SERVICES, INC. DBA LEGALSHIELD$21$0$210.1%1

History & trajectory

7 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
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