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Sponsor portfolio

KOPKA, PINKUS & DOLIN, PC

EIN 04-3597929-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
1
$23.2M assets
Welfare
1
$487K premiums
Participants
757
100 LEXINGTON DRIVE SUITE 100 - BUFFALO GROVE, IL 60089847-549-9611
Plans on this EIN
2 filings
#001401k-$23.2M - 371 part#501Mixed-$487K - 386 lives

Benefits portfolio analytics

1 plan / $487K premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$270K
  • Short-term disability$270K
  • Long-term disability$270K
  • Other$270K
  • Dental$163K
  • Vision$21K
Total $487K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • STANDARD INSURANCE COMPANY62%
  • AETNA LIFE INSURANCE COMPANY34%
  • EYEMED VISION CARE4%
Total $487K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • NFP INSURANCE SERVICES INC83%
  • KOPKA PINKUS & DOLIN PC28%
  • WATCHTOWER TECHNOLOGIES INC4%
  • PAYLOCITY CORPORATION-15%
Total $66K4 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

KOPKA, PINKUS & DOLIN EMPLOYEE SAVINGS & RETIREMENT PLAN

401k

Assets$23.2M
Participants371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOPKA PINKUS DOLIN PC EMPLOYEE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$487K
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOPKA, PINKUS & DOLIN EMPLOYEE SAVINGS & RETIREMENT PLAN401k$23.2M3712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOPKA PINKUS DOLIN PC EMPLOYEE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$487K3862024
Retirement plans
Welfare plans
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