PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE KOEHLER ORGANIZATION
Sponsor portfolio

THE KOEHLER ORGANIZATION

EIN 47-0650251-Accommodation and Food Services-Latest filing 2024
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$2.4M premiums
Participants
1,088
2011 8TH AVE NE - ABERDEEN, SD 57401605-725-8707
Plans on this EIN
2 filings
#333401k-$8.5M - 533 part#506Fully Insured-$2.4M - 276 lives

Benefits portfolio analytics

1 plan / $2.4M premiums / 276 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Prescription drug$2.2M
  • Other$102K
  • Dental$95K
  • Vision$95K
  • Life$46K
Total $2.4M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • MEDICA INSURANCE COMPANY92%
  • STARMOUNT LIFE INSURANCE COMPANY4%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $2.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • USI INSURANCE SERVICES LLC98%
  • EBENEFITS MARKETPLACE LLC2%
  • GIS BENEFITS INC0%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS0%
Total $91K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

THE KOEHLER ORGANIZATION 401(K) PLAN

401k

Assets$8.5M
Participants533
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

TKO HEALTH AND WELFARE PLAN

Fully Insured - MEDICA INSURANCE COMPANY

Premiums$2.4M
Covered lives276
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333THE KOEHLER ORGANIZATION 401(K) PLAN401k$8.5M5332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506TKO HEALTH AND WELFARE PLANFully InsuredMEDICA INSURANCE COMPANY$2.4M2762024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica