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Sponsor portfolio

RICHARDSON KONTOGOURIS EMERSON LLP

EIN 01-0871934-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
2
$28.9M assets
Welfare
1
$1.2M premiums
Participants
340
20285 S. WESTERN AVE SUITE 300 - TORRANCE, CA 90501310-527-4550
Plans on this EIN
3 filings
#001401k-$21.1M - 166 part#002CashBalance-$7.8M - 62 part#501Fully Insured-$1.2M - 110 lives

Retirement portfolio analytics

2 plans aggregated / $28.9M assets / 228 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PROFIT SHARING PLAN (#001)73%
  • CASH BALANCE PENSION (#002)27%
Total $28.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)166
  • CASH BALANCE PENSION (#002)62
Total 228Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 110 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$61K
  • Vision$61K
  • Other$3K
Total $1.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • KAISER FOUNDATION HEALTH PLAN INC14%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • HOLMAN FAMILY COUNSELING, INC.0%
Total $1.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • EDMONDS INSURANCE SERVICES, INC.64%
  • DAVID J DIMARIA31%
  • ROGERS BENEFIT GROUP INC3%
  • AMWINS3%
Total $93K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

RICHARDSON KONTOGOURIS EMERSON LLP 401(K) PROFIT SHARING PLAN

401k

Assets$21.1M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

RICHARDSON KONTOGOURIS EMERSON LLP CASH BALANCE PENSION PLAN

CashBalance

Assets$7.8M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

RICHARDSON KONTOGOURIS EMERSON LLP EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE SHIELD OF CALIFORNIA

Premiums$1.2M
Covered lives110
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001RICHARDSON KONTOGOURIS EMERSON LLP 401(K) PROFIT SHARING PLAN401k$21.1M1662024
002RICHARDSON KONTOGOURIS EMERSON LLP CASH BALANCE PENSION PLANCashBalance$7.8M622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501RICHARDSON KONTOGOURIS EMERSON LLP EMPLOYEE BENEFIT PLANFully InsuredBLUE SHIELD OF CALIFORNIA$1.2M1102024
Retirement plans
Welfare plans
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