PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AKUNA CAPITAL LLC
Sponsor portfolio

AKUNA CAPITAL LLC

EIN 27-4213219-capital markets-Latest filing 2025
Plans
2
Retirement
1
$38.3M assets
Welfare
1
$3.7M premiums
Participants
791
333 SOUTH WABASH AVENUE, SUITE 2600 - CHICAGO, IL 60604312-994-4640akunacapital.comLinkedIn201-500 employeescapital markets
Plans on this EIN
2 filings
#002401k-$38.3M - 473 part#501Mixed-$3.7M - 583 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 583 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Vision$157K
  • Life$157K
  • Short-term disability$157K
  • Long-term disability$157K
  • +1 more
Total $3.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • DEARBORN LIFE INSURANCE COMPANY4%
Total $3.7M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • DIGITAL INSURANCE LLC100%
Total $131K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AKUNA CAPITAL LLC 401(K) PLAN

401k

Assets$38.3M
Participants473
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AKUNA CAPITAL LLC EMPLOYEE BENEFITS PLAN

Mixed - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.7M
Covered lives583
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AKUNA CAPITAL LLC 401(K) PLAN401k$38.3M4732024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AKUNA CAPITAL LLC EMPLOYEE BENEFITS PLANMixedBLUECROSS BLUESHIELD OF ILLINOIS$3.7M5832025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica