PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Karmak, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Karmak, Inc.

EIN 37-1112601-computer software-Latest filing 2025
Plans
3
Retirement
2
$54.3M assets
Health & Benefits
1
$3.1M premiums
Participants
813
P.O. BOX 680 - CARLINVILLE, IL 626264088217-854-4721karmak.comLinkedIn201-500 employeescomputer software
Plans on this EIN
3 filings
#001401(k)-$30.0M - 330 part#002ESOP-$24.3M - 228 part#501Fully insured-$3.1M - 395 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $54.3M assets / 558 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$30.0M
  • EMPLOYEE STOCK OWNERSHIP (#002)$24.3M
Total $54.3MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)330
  • EMPLOYEE STOCK OWNERSHIP (#002)228
Total 558Select a row to open it

Benefits portfolio analytics

1 plan / $3.1M premiums / 395 covered lives

Coverage 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
Total $3.1M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KARMAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$30.0M
Participants330
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

KARMAK, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.3M
Participants228
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KARMAK, INC. COMPREHENSIVE HEALTH AND WELFARE PLAN

Fully insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$3.1M
Covered lives395
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KARMAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST401(k)$30.0M3302025
#002KARMAK, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$24.3M2282025
  • KARMAK, INC. 401(K) PROFIT SHARING PLAN AND TRUST$30.0M
    #001 · 401(k) · 2025330
  • KARMAK, INC. EMPLOYEE STOCK OWNERSHIP PLAN$24.3M
    #002 · ESOP · 2025228

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KARMAK, INC. COMPREHENSIVE HEALTH AND WELFARE PLANFully insuredBLUECROSS BLUESHIELD OF ILLINOIS$3.1M3952025
  • KARMAK, INC. COMPREHENSIVE HEALTH AND WELFARE PLAN$3.1M
    #501 · Fully insured · BLUECROSS BLUESHIELD OF ILLINOIS · 2025395
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica