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Sponsor portfolioWelfare / HealthEIN 91-0861758

MAGNUSSON KLEMENCIC ASSOCIATES, INC.

1301 FIFTH AVENUE, SUITE 3200 · SEATTLE, WA 98101
2062921200
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$267K
No prior year
Persons covered
250
No prior year
Total participants
157
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$267K
MAGNUSSON KLEMENCIC ASSOCIATES, INC. HEALTH WELFARE PLAN
Mixed250 covered·5 carriers
Primary: DELTA DENTAL OF WASHINGTON

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$165K46.5%
Other$85K23.8%
Life$44K12.4%
Long-term disability$44K12.4%
Vision$17K4.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
DELTA DENTAL OF CALIFORNIA
EIN 910621480
D
$165K61.8%11250
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LLTDOth
$44K16.5%11154
LIFESECURE INSURANCE COMPANY
EIN 750956156
Oth
$39K14.7%1179
VISION SERVICE PLAN
EIN 237089668
V
$17K6.5%11154
HARTFORD LIFE AND ACCIDENT
EIN 060838648
Oth
$2K0.6%11156

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BALDWIN KRYSTYN SHERMAN PARTNERSKANSAS CITY, MOHARTFORD LIFE AND ACCIDENT, UNITED OF OMAHA LIFE INSURANCE COMPANY, VISION SERVICE PLAN, LIFE SECURE$3K$2K$6K72.0%1
SPECIALTY PLANNERS, INC.FORT MYERS, FLLIFE SECURE$2K$0$2K28.0%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
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