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Sponsor portfolio

J. KOKOLAKIS CONTRACTING, INC.

EIN 11-2268317-Construction-Latest filing 2025
Plans
3
Retirement
2
$16.9M assets
Welfare
1
$1.1M premiums
Participants
329
202 E. CENTER STREET - TARPON SPRINGS, FL 34689631-744-6417
Plans on this EIN
3 filings
#001ProfitSharing-$10.4M - 137 part#002ESOP-$6.5M - 81 part#511Fully Insured-$1.1M - 94 lives

Retirement portfolio analytics

2 plans aggregated / $16.9M assets / 218 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PROFIT SHARING PLAN (#001)62%
  • EMPLOYEE STOCK OWNERSHIP (#002)38%
Total $16.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)137
  • EMPLOYEE STOCK OWNERSHIP (#002)81
Total 218Click row to drill in

Benefits portfolio analytics

1 plan / $1.1M premiums / 94 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$917K
  • Prescription drug$917K
  • Life$82K
  • Short-term disability$82K
  • Long-term disability$82K
  • Other$82K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • UNITEDHEALTHCARE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • HUMANA INSURANCE COMPANY7%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • WWW INSURANCE, LLC54%
  • WALLACE WELCH & WILLINGHAM INC44%
  • WATCHTOWER BENEFITS, LLC2%
Total $68K3 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

J. KOKOLAKIS CONTRACTING, INC. 401(K) PROFIT SHARING PLAN

ProfitSharing

Assets$10.4M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

J. KOKOLAKIS CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.5M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

KOKOLAKIS CONTRACTING EMPLOYEE WELFARE & CAFETERIA PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.1M
Covered lives94
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001J. KOKOLAKIS CONTRACTING, INC. 401(K) PROFIT SHARING PLANProfitSharing$10.4M1372025
002J. KOKOLAKIS CONTRACTING, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.5M812025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511KOKOLAKIS CONTRACTING EMPLOYEE WELFARE & CAFETERIA PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.1M942025
Retirement plans
Welfare plans
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