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Sponsor portfolio

THE FUNK COMPANIES

EIN 26-4027912-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$476K premiums
Participants
548
5816 NW 135TH STREET, SUITE A - OKLAHOMA CITY, OK 73142405-272-9008LinkedIn1-10 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$18.7M - 302 part#501Mixed-$476K - 246 lives

Benefits portfolio analytics

1 plan / $476K premiums / 246 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$249K
  • Short-term disability$249K
  • Long-term disability$249K
  • Other$249K
  • Dental$185K
  • Vision$41K
Total $476K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • HARTFORD LIFE AND ACCIDENT52%
  • DELTA DENTAL OF CALIFORNIA39%
  • VISION SERVICE PLAN9%
Total $476K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MTS CONSULTING100%
Total $38K1 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

THE FUNK COMPANIES 401(K) PLAN

401k

Assets$18.7M
Participants302
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FUNK COMPANIES GROUP HEALTH PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$476K
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FUNK COMPANIES 401(K) PLAN401k$18.7M3022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FUNK COMPANIES GROUP HEALTH PLANMixedHARTFORD LIFE AND ACCIDENT$476K2462025
Retirement plans
Welfare plans
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