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Sponsor portfolio

KOAM ENGINEERING SYSTEMS, INC.

EIN 33-0771394-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$23.4M assets
Welfare
1
$1.6M premiums
Participants
724
7807 CONVOY CT SUITE 200 - SAN DIEGO, CA 92111858-292-0922
Plans on this EIN
3 filings
#001401k-$20.3M - 334 part#004ESOP-$3.1M - 239 part#501Fully Insured-$1.6M - 305 lives

Retirement portfolio analytics

2 plans aggregated / $23.4M assets / 573 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • INC. RETIREMENT Savings (#001)87%
  • EMPLOYEE STOCK OWNERSHIP (#004)13%
Total $23.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#001)334
  • EMPLOYEE STOCK OWNERSHIP (#004)239
Total 573Click row to drill in

Benefits portfolio analytics

1 plan / $1.6M premiums / 305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.8M
  • Health$1.8M
  • Dental$1.8M
  • Vision$1.8M
  • Life$1.8M
  • Long-term disability$23K
Total $1.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITEDHEALTHCARE INSURANCE COMPANY99%
  • NORTHWESTERN MUTUAL1%
Total $1.8M2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • LOCKTON COMPANIES, LLC96%
  • JAMES D. CHESNEY2%
  • ANDREA DANAE CHRISTIAN1%
  • TOM STEWART IN SOL INC1%
  • CANDACE H. BERKMAN1%
  • +2 more
Total $108K7 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

KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$20.3M
Participants334
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KOAM ENGINEERING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$3.1M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOAM ENGINEERING SYSTEMS INC. DBA KES INC.

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.6M
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KOAM ENGINEERING SYSTEMS, INC. RETIREMENT SAVINGS PLAN401k$20.3M3342024
004KOAM ENGINEERING SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$3.1M2392025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOAM ENGINEERING SYSTEMS INC. DBA KES INC.Fully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.6M3052025
Retirement plans
Welfare plans
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