Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PKL SERVICES, INC.
EIN 47-0906427aviation & aerospaceLatest filing 2025
Plans
4
Retirement
3
$49.6M assets
Welfare
1
$1.8M premiums
Participants
1,456
14265 DANIELSON STREET, C1 - POWAY, CA 92064858-679-1755pklservices.comLinkedIn201-500 employeesaviation & aerospace
Retirement portfolio analytics
3 plans aggregated / $49.6M assets / 1,012 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.8M premiums / 517 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Dental$1.4M
- Vision$1.4M
- Prescription drug$1.4M
- Other$402K
- Life$309K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
77%top
- UNITEDHEALTHCARE INSURANCE COMPANY77%
- UNITED HEALTHCARE INSURANCE COMPANY18%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- HARTFORD LIFE AND ACCIDENT1%
- ACE AMERICAN INSURANCE COMPANY1%
- +1 more
Broker market share
Schedule A broker compensation
98%top
- HUB INTERNATIONAL MIDWEST LIMITED98%
- BUDDY INSURANCE2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$25.7M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PKL SERVICES, INC. CFT 401(K) PLAN
401k
Assets$16.4M
Participants441
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
PKL SERVICES, INC. 401(K) PLAN
401k
Assets$7.5M
Participants260
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PKL SERVICES, INC. HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.8M
Covered lives517
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PKL SERVICES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $25.7M | 311 | 2024 | |
| 003 | PKL SERVICES, INC. CFT 401(K) PLAN | 401k | $16.4M | 441 | 2024 | |
| 004 | PKL SERVICES, INC. 401(K) PLAN | 401k | $7.5M | 260 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PKL SERVICES, INC. HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.8M | 517 | 2025 |
Retirement plans
Welfare plans