Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KORG USA INC.
EIN 11-2774209musicLatest filing 2025
Plans
5
Retirement
4
$31.7M assets
Welfare
1
$152K premiums
Participants
351
Retirement portfolio analytics
4 plans aggregated / $31.7M assets / 257 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
78%top
- RAYMOND JAMES FINANCIAL SERVICES78%
- (Not disclosed)22%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $152K premiums / 163 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$142K
- Vision$140K
- Life$140K
- Short-term disability$140K
- Long-term disability$140K
- Other$140K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
99%top
- METROPOLITAN LIFE INSURANCE COMPANY99%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Broker market share
Schedule A broker compensation
52%top
- CBIZ BENEFITS & INSURANCE SERVICES52%
- GIS BENEFITS INC27%
- BOON CHAPMAN BENEFIT ADMINISTRATORS21%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
KORG USA INC. 401(K) RETIREMENT PLAN
401k
Assets$24.8M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KORG U.S.A. PENSION PLAN
TraditionalDB
Assets$4.8M
Participants28
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
KORG USA INC. DEFINED BENEFIT PLAN
CashBalance
Assets$2.0M
Participants83
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
KORG USA INC. SUBSIDIARIES' 401(K) PLAN
401k
Assets$190K
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
KORG, USA, INC. GROUP BENEFITS PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$152K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | KORG USA INC. 401(K) RETIREMENT PLAN | 401k | $24.8M | 128 | 2025 | |
| 001 | KORG U.S.A. PENSION PLAN | TraditionalDB | $4.8M | 28 | 2025 | |
| 004 | KORG USA INC. DEFINED BENEFIT PLAN | CashBalance | $2.0M | 83 | 2025 | |
| 005 | KORG USA INC. SUBSIDIARIES' 401(K) PLAN | 401k | $190K | 18 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | KORG, USA, INC. GROUP BENEFITS PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $152K | 163 | 2024 |
Retirement plans
Welfare plans