Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KOZOL BROS., INC.
EIN 36-2742330wholesaleLatest filing 2025
Plans
3
Retirement
2
$21.6M assets
Welfare
1
$140K premiums
Participants
276
2010 SOUTH BRIGGS STREET - JOLIET, IL 60433815-722-8335kozolbros.comLinkedIn51-200 employeeswholesale
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $21.6M assets / 154 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $140K premiums / 122 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$140K
- Short-term disability$140K
- Long-term disability$140K
- Other$140K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KOZOL BROS., INC. RETIREMENT PLAN
401k
Assets$13.9M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
KOZOL BROS., INC. UNION PENSION PLAN
401k
Assets$7.7M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507
KOZOL BROS., INC. HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$140K
Covered lives122
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KOZOL BROS., INC. RETIREMENT PLAN | 401k | $13.9M | 101 | 2025 | |
| 003 | KOZOL BROS., INC. UNION PENSION PLAN | 401k | $7.7M | 53 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 507 | KOZOL BROS., INC. HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $140K | 122 | 2025 |
Retirement plans
Welfare plans