Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$793K
- Vision$793K
- Dental$156K
- Life$54K
- Long-term disability$54K
- Other$54K
Sponsor portfolio
RKS ASSOCIATES
EIN 22-2529877Latest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$1.0M premiums
Participants
483
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 240 covered livesCarrier market share
Premium dollars by Schedule A carrier
79%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY79%
- DELTA DENTAL OF CALIFORNIA16%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Broker market share
Schedule A broker compensation
86%top
- AP BENEFIT ADVISORS, LLC86%
- JAMES R NELLIGAN & ASSOCIATES LLC14%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
RKS ASSOCIATES 401(K) PLAN
401k
Assets$15.8M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
RKS ASSOCIATES WELFARE BENEFITS PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives240
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | RKS ASSOCIATES 401(K) PLAN | 401k | $15.8M | 241 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | RKS ASSOCIATES WELFARE BENEFITS PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $1.0M | 240 | 2025 |
Retirement plans
Welfare plans