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Sponsor portfolioWelfare / HealthEIN 94-3397989
KLINGBEIL CAPITAL MANAGEMENT, LTD.
500 W WILSON BRIDGE RD STE 140 · WORTHINGTON, OH 430852238
7033969380
- Plans filed
- 4
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$1.6M
No prior year
Persons covered
777
No prior year
Total participants
777
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #504$1.3M
KLINGBEIL CAPITAL MANAGEMENT HEALTH PLAN
Fully insured150 covered·1 carrier
Primary: KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC
Plan #501$212K
KLINGBEIL CAPITAL MANAGEMENT BENEFIT PLAN
Fully insured191 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #502$132K
KLINGBEIL CAPITAL MANAGEMENT DENTAL PLAN
Fully insured313 covered·1 carrier
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$14K
KLINGBEIL CAPITAL MANAGEMENT VISION PLAN
Fully insured123 covered·1 carrier
Primary: VISION SERVICE PLAN
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $1.3M | 73.2% | |
| Dental | $132K | 7.6% | |
| Other | $120K | 6.9% | |
| Life | $105K | 6.1% | |
| Long-term disability | $62K | 3.6% | |
| Short-term disability | $31K | 1.8% | |
| Vision | $14K | 0.8% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 520954463 | H | $1.3M | 77.9% | 1 | 1 | 150 |
EIN 350472300 | LSTDLTDOth | $212K | 13.1% | 1 | 6 | 191 |
EIN 135581829 | D | $132K | 8.1% | 1 | 1 | 313 |
EIN 061227840 | V | $14K | 0.9% | 1 | 1 | 123 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| THE JAMES B OSWALD COMPANY | CLEVELAND, OH | VISION SERVICE PLAN, KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC, METROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $73K | $10K | $84K | 81.7% | 4 |
| CENTRO BENEFITS RESEARCH LLC | BEACHWOOD, OH | METROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $7K | $12K | $19K | 18.3% | 2 |
History & trajectory
10 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