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Sponsor portfolio

KOFILE, INC.

EIN 26-2800018-management consulting-Latest filing 2025
Plans
2
Retirement
1
$14.3M assets
Welfare
1
$5.7M premiums
Participants
1,270
6300 CEDAR SPRINGS ROAD - DALLAS, TX 75235214-442-6668kofile.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$14.3M - 863 part#501Fully Insured-$5.7M - 546 lives

Benefits portfolio analytics

1 plan / $5.7M premiums / 546 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.3M
  • Dental$5.3M
  • Prescription drug$5.3M
  • Other$413K
  • Vision$373K
  • Life$373K
  • +2 more
Total $5.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • DEARBORN LIFE INSURANCE COMPANY7%
  • RELIASTAR LIFE INSURANCE COMPANY1%
Total $5.7M3 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • OAKBRIDGE INSURANCE AGENCY, LLC99%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $295K2 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

KOFILE, INC. 401(K) PLAN

401k

Assets$14.3M
Participants863
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOFILE, INC. HEALTH & WELFARE BENEFIT PLANS

Fully Insured - BLUECROSS BLUESHIELD OF TEXAS

Premiums$5.7M
Covered lives546
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOFILE, INC. 401(K) PLAN401k$14.3M8632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOFILE, INC. HEALTH & WELFARE BENEFIT PLANSFully InsuredBLUECROSS BLUESHIELD OF TEXAS$5.7M5462025
Retirement plans
Welfare plans
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