Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$73K
- Dental$35K
- Vision$35K
- Life$35K
- Other$35K
Sponsor portfolio
ANTHONY J KODZ LLC
EIN 23-2984426Latest filing 2025
Plans
2
Retirement
1
$390K assets
Welfare
1
$108K premiums
Participants
56
983 JAMES DRIVE - LEESPORT, PA 19533610-916-7777
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $108K premiums / 27 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- HM LIFE INSURANCE COMPANY68%
- SUN LIFE ASSURANCE COMPANY OF CANADA32%
Broker market share
Schedule A broker compensation
74%top
- POWER-KUNKLE GROUP INC74%
- JAMES R NELLIGAN & ASSOCIATES LLC26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
ANTHONY J KODZ LLC 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$390K
Participants29
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ANTHONY J. KODZ, LLC EMPLOYEE BENEFIT PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$108K
Covered lives27
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ANTHONY J KODZ LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $390K | 29 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ANTHONY J. KODZ, LLC EMPLOYEE BENEFIT PLAN | Mixed | HM LIFE INSURANCE COMPANY | $108K | 27 | 2025 |
Retirement plans
Welfare plans