PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AKKR FUND II MANAGEMENT COMPANY LP
Sponsor portfolio

AKKR FUND II MANAGEMENT COMPANY LP

EIN 20-4836276-Latest filing 2025
Plans
2
Retirement
1
$21.3M assets
Welfare
1
$489K premiums
Participants
275
300 GALLERIA PARKWAY, SUITE 1900 - ATLANTA, GA 30339650-289-2460
Plans on this EIN
2 filings
#001401k-$21.3M - 147 part#501Fully Insured-$489K - 125 lives

Benefits portfolio analytics

1 plan / $489K premiums / 125 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$227K
  • Prescription drug$227K
  • Dental$188K
  • Vision$188K
  • Life$35K
  • Other$35K
  • +2 more
Total $489K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
46%top
  • UNITEDHEALTHCARE INSURANCE COMPANY46%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY15%
Total $489K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $53K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AKKR FUND II MANAGEMENT COMPANY LP 401(K) PLAN

401k

Assets$21.3M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AKKR FUND II MANAGEMENT COMPANY LP WRAP BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$489K
Covered lives125
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AKKR FUND II MANAGEMENT COMPANY LP 401(K) PLAN401k$21.3M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AKKR FUND II MANAGEMENT COMPANY LP WRAP BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$489K1252025
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