PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HALKER CONSULTING, LLC
Sponsor portfolio

HALKER CONSULTING, LLC

EIN 20-4611545-Latest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$204K premiums
Participants
319
7393 SOUTH ALTON WAY - CENTENNIAL, CO 80112303-515-2700
Plans on this EIN
2 filings
#001401k-$8.5M - 170 part#501Mixed-$204K - 272 lives

Benefits portfolio analytics

1 plan / $204K premiums / 272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$108K
  • Other$96K
  • Vision$85K
  • Life$85K
  • Short-term disability$85K
  • Long-term disability$85K
Total $204K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • DELTA DENTAL OF CALIFORNIA53%
  • SUN LIFE ASSURANCE COMPANY OF CANADA42%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY5%
Total $204K3 slices

Broker market share

Schedule A broker compensation

Split broker
37%top
  • DIGITAL INSURANCE LLC37%
  • ENROLLEASE34%
  • CENTRO BENEFITS RESEARCH LLC14%
  • REUBEN WARNER ASSOCIATES, INC.14%
  • NIEDERBRACH WILLARD1%
  • +1 more
Total $31K6 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

HALKER CONSULTING LLC 401(K) P/S PLAN

401k

Assets$8.5M
Participants170
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALKER CONSULTING, LLC WELFARE BENEFIT PLAN

Mixed - DELTA DENTAL OF COLORADO

Premiums$204K
Covered lives272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALKER CONSULTING LLC 401(K) P/S PLAN401k$8.5M1702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALKER CONSULTING, LLC WELFARE BENEFIT PLANMixedDELTA DENTAL OF COLORADO$204K2722025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica