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Sponsor portfolio

THEKEY, LLC

EIN 37-1616114-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$32.3M assets
Welfare
1
$3.4M premiums
Participants
21,101
7777 FAY AVENUE, SUITE 210 - LA JOLLA, CA 92037408-356-0127LinkedIn10001+ employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$32.3M - 10,079 part#501Mixed-$3.4M - 11,022 lives

Benefits portfolio analytics

1 plan / $3.4M premiums / 11,022 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Other$1.0M
  • Life$859K
  • Short-term disability$859K
  • Long-term disability$859K
  • +1 more
Total $3.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • KAISER FOUNDATION HEALTH PLAN INC65%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA25%
  • VISION SERVICE PLAN5%
  • COMPSYCH5%
Total $3.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $313K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THEKEY 401(K) PLAN

401k

Assets$32.3M
Participants10,079
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THEKEY HEALTH & WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.4M
Covered lives11,022
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THEKEY 401(K) PLAN401k$32.3M10,0792024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THEKEY HEALTH & WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$3.4M11,0222025
Retirement plans
Welfare plans
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