Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.2M
- Dental$8.2M
- Vision$8.2M
- Prescription drug$8.2M
- Life$365K
- Long-term disability$365K
- +1 more
Filings through .
K2 Insurance Services, LLC
EIN 37-1643563Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$57.3M assets
Health & Benefits
1
$8.5M premiums
Participants
1,211
4507 N FRONT STREET, SUITE 200 - HARRISBURG, PA 17110717-657-9671
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $8.5M premiums / 951 covered lives
See carrier and broker market share with Pro.
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- 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#003
K2 INSURANCE SERVICES, LLC 401(K) RETIREMENT PLAN
401(k)
Assets$57.3M
Participants674
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
K2 INSURANCE SERVICES, LLC HEALTH & WELFARE BENEFIT PLAN
Fully insured - CAPITAL ADVANTAGE ASSURANCE COMPANY
Premiums$8.5M
Covered lives951
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | K2 INSURANCE SERVICES, LLC 401(K) RETIREMENT PLAN | 401(k) | $57.3M | 674 | 2025 |
- #003 · 401(k) · 2025674
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | K2 INSURANCE SERVICES, LLC HEALTH & WELFARE BENEFIT PLAN | Fully insured | CAPITAL ADVANTAGE ASSURANCE COMPANY | $8.5M | 951 | 2025 |
- #501 · Fully insured · CAPITAL ADVANTAGE ASSURANCE COMPANY · 2025951
Retirement plans
Health & Benefits plans