Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $16.9M assets / 218 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $1.1M premiums / 94 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Profit-sharing
ESOP
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | J. KOKOLAKIS CONTRACTING, INC. 401(K) PROFIT SHARING PLAN | Profit-sharing | $10.4M | 137 | 2025 |
| #002 | J. KOKOLAKIS CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.5M | 81 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #511 | KOKOLAKIS CONTRACTING EMPLOYEE WELFARE & CAFETERIA PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 94 | 2025 |