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Sponsor portfolio

PANKL HOLDINGS, INC

EIN 33-0804711-Latest filing 2025
Plans
2
Retirement
1
$18.0M assets
Welfare
1
$2.0M premiums
Participants
768
1902 MCGAW AVE - IRVINE, CA 926140910949-567-9030
Plans on this EIN
2 filings
#001401k-$18.0M - 370 part#501Fully Insured-$2.0M - 398 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$302K
  • Vision$302K
  • Life$302K
  • Long-term disability$302K
  • Other$302K
  • Health$130K
Total $2.0M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • AETNA LIFE INSURANCE COMPANY85%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
Total $2.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • ALKEME INSURANCE SERVICES INC75%
  • REUBEN WARNER ASSOCIATES, INC.16%
  • PROFESSIONAL GROUP PLANS INC9%
Total $160K3 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

PANKL HOLDINGS INC & AFFILIATED EMPLOYER 401(K) PLAN

401k

Assets$18.0M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PANKL HOLDINGS, INC. MEDICAL, DENTAL AND LIFE INSURANCE PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$2.0M
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PANKL HOLDINGS INC & AFFILIATED EMPLOYER 401(K) PLAN401k$18.0M3702024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PANKL HOLDINGS, INC. MEDICAL, DENTAL AND LIFE INSURANCE PLANFully InsuredAETNA HEALTH, INC.$2.0M3982025
Retirement plans
Welfare plans
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