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Sponsor portfolio

KOHLBERG KRAVIS ROBERTS & CO. L.P.

EIN 13-2857105-Finance and Insurance-Latest filing 2024
Plans
2
Retirement
1
$666.2M assets
Welfare
1
$11.7M premiums
Participants
3,925
30 HUDSON YARDS - NEW YORK, NY 10001212-750-8300kkrfunds.comLinkedIn1-10 employees
Plans on this EIN
2 filings
#001401k-$666.2M - 2,345 part#501Mixed-$11.7M - 2,215 lives

Benefits portfolio analytics

1 plan / $11.7M premiums / 2,215 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$10.3M
  • Dental$10.3M
  • Prescription drug$10.3M
  • Other$946K
  • Life$840K
  • Long-term disability$661K
  • +1 more
Total $11.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY88%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY7%
  • AFLAC3%
  • EYEMED VISION CARE1%
  • ACE AMERICAN INSURANCE COMPANY1%
Total $11.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • EDGEWOOD PARTNERS INSURANCE CENTER55%
  • NFP INSURANCE SERVICES INC45%
Total $686K2 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

KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN

401k

Assets$666.2M
Participants2,345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOHLBERG KRAVIS ROBERTS & CO. L.P. GROUP BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$11.7M
Covered lives2,215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOHLBERG KRAVIS ROBERTS AND CO. 401(K) PROFIT SHARING PLAN401k$666.2M2,3452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOHLBERG KRAVIS ROBERTS & CO. L.P. GROUP BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$11.7M2,2152024
Retirement plans
Welfare plans
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