Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KARMAK, INC.
EIN 37-1112601computer softwareLatest filing 2025
Plans
3
Retirement
2
$44.3M assets
Welfare
1
$3.1M premiums
Participants
775
ONE KARMAK PLAZA - CARLINVILLE, IL 62626217-854-4721karmak.comLinkedIn201-500 employeescomputer software
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $44.3M assets / 520 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $3.1M premiums / 395 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.8M
- Prescription drug$2.8M
- Dental$130K
- Other$96K
- Life$93K
- Long-term disability$93K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- UNITEDHEALTHCARE INSURANCE COMPANY4%
- RELIANCE STANDARD LIFE INSURANCE COMPANY3%
- EYEMED VISION CARE1%
- PREFERRED RESOURCE NETWORK, INC. DBA PERSONAL ASSISTANCE SERVICES0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KARMAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$27.8M
Participants305
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KARMAK, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$16.5M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KARMAK, INC. COMPREHENSIVE HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$3.1M
Covered lives395
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KARMAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $27.8M | 305 | 2024 | |
| 002 | KARMAK, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $16.5M | 215 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KARMAK, INC. COMPREHENSIVE HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF ILLINOIS | $3.1M | 395 | 2025 |
Retirement plans
Welfare plans