Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.3M
- Dental$116K
- Vision$116K
- Life$116K
- Short-term disability$116K
- Long-term disability$116K
- +1 more
Sponsor portfolio
KOIKE ARONSON, INC.
EIN 16-1246213machineryLatest filing 2025
Plans
2
Retirement
1
$21.5M assets
Welfare
1
$1.5M premiums
Participants
300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.5M premiums / 161 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- INDEPENDENT HEALTH92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
100%top
- LAWLEY BENEFITS GROUP LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOIKE ARONSON, INC. SAVINGS INVESTMENT PLAN
401k
Assets$21.5M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520
KOIKE ARONSON INC WELFARE BENEFITS PLAN
Fully Insured - INDEPENDENT HEALTH
Premiums$1.5M
Covered lives161
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOIKE ARONSON, INC. SAVINGS INVESTMENT PLAN | 401k | $21.5M | 142 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | KOIKE ARONSON INC WELFARE BENEFITS PLAN | Fully Insured | INDEPENDENT HEALTH | $1.5M | 161 | 2025 |
Retirement plans
Welfare plans