Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$1.5M
- Vision$1.5M
- Life$126K
- Long-term disability$53K
- Short-term disability$14K
- +1 more
Sponsor portfolio
KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN
EIN 33-0203014law practiceLatest filing 2025
Plans
2
Retirement
1
$28.1M assets
Welfare
1
$1.7M premiums
Participants
336
3 PARK PLAZA, SUITE 1500 - IRVINE, CA 92614949-864-3400knchlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 268 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- UNITEDHEALTHCARE INSURANCE COMPANY88%
- LIFE INSURANCE COMPANY OF NORTH AMERICA12%
Broker market share
Schedule A broker compensation
81%top
- ACRISURE LLC81%
- ASSUREDPARTNERS13%
- ROGERS BENEFIT GROUP INC6%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN
401k
Assets$28.1M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN | 401k | $28.1M | 220 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KOELLER, NEBEKER, CARLSON & HALUCK LLP HEALTH & WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 268 | 2025 |
Retirement plans
Welfare plans