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Filings through Oct 24, 2026.

Kevin M Sullivan & Associates

EIN 20-4952677-Construction-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Health & Benefits
1
$640K premiums
Participants
198
431 N BUCHANAN CIRCLE, SUITE 2 - MARTINEZ, CA 94553646-647-6270
Plans on this EIN
2 filings
#001401(k)-$2.3M - 97 part#501Fully insured-$640K - 100 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $640K premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$563K
  • Prescription drug$563K
  • Dental$61K
  • Vision$61K
  • Life$17K
  • Other$17K
Total $640K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KEVIN M SULLIVAN & ASSOCIATES 401(K) PSP & T

401(k)

Assets$2.3M
Participants97
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KEVIN SULLIVAN & ASSOCIATES, INC. WELFARE BENEFIT PLAN

Fully insured - CALIFORNIACHOICE

Premiums$640K
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KEVIN M SULLIVAN & ASSOCIATES 401(K) PSP & T401(k)$2.3M972025
  • KEVIN M SULLIVAN & ASSOCIATES 401(K) PSP & T$2.3M
    #001 · 401(k) · 202597

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KEVIN SULLIVAN & ASSOCIATES, INC. WELFARE BENEFIT PLANFully insuredCALIFORNIACHOICE$640K1002025
  • KEVIN SULLIVAN & ASSOCIATES, INC. WELFARE BENEFIT PLAN$640K
    #501 · Fully insured · CALIFORNIACHOICE · 2025100
Retirement plans
Health & Benefits plans

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