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
Sponsor portfolio
K2 INSURANCE SERVICES, LLC
EIN 37-1643563Latest filing 2025
Plans
2
Retirement
1
$42.8M assets
Welfare
1
$8.5M premiums
Participants
1,182
12651 HIGH BLUFF DRIVE, SUITE 250 - SAN DIEGO, CA 92130717-657-9671
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $8.5M premiums / 951 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- CAPITAL ADVANTAGE ASSURANCE COMPANY96%
- HARTFORD LIFE AND ACCIDENT4%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
- AON CONSULTING INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
K2 INSURANCE SERVICES, LLC 401(K) RETIREMENT PLAN
401k
Assets$42.8M
Participants645
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
K2 INSURANCE SERVICES, LLC HEALTH & WELFARE BENEFIT PLAN
Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY
Premiums$8.5M
Covered lives951
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | K2 INSURANCE SERVICES, LLC 401(K) RETIREMENT PLAN | 401k | $42.8M | 645 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans