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  2. LAW OFFICES OF DANIEL KIM, CORPORATION
Sponsor portfolio

LAW OFFICES OF DANIEL KIM, CORPORATION

EIN 47-4793459-Latest filing 2025
Plans
4
Retirement
2
$4.6M assets
Welfare
2
$831K premiums
Participants
651
611 ANTON BOULEVARD, SUITE 1000 - COSTA MESA, CA 92626714-294-2224LinkedIn1-10 employees
Plans on this EIN
4 filings
#001TraditionalDB-$2.5M - 70 part#002401k-$2.1M - 124 part#501Fully Insured-$810K - 463 lives#502Fully Insured-$21K - 260 lives

Retirement portfolio analytics

2 plans aggregated / $4.6M assets / 194 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DEFINED BENEFIT PLAN (#001)55%
  • PROFIT SHARING PLAN (#002)45%
Total $4.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)124
  • DEFINED BENEFIT PLAN (#001)70
Total 194Click row to drill in

Benefits portfolio analytics

2 plans / $831K premiums / 723 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$810K
  • Dental$810K
  • Vision$810K
  • Prescription drug$810K
  • Life$21K
  • Other$21K
Total $831K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • UNITEDHEALTHCARE INSURANCE COMPANY97%
  • UNITED HEALTHCARE INSURANCE COMPANY3%
Total $831K2 slices

Broker market share

Schedule A broker compensation

Split broker
45%top
  • USI INSURANCE SERVICES LLC45%
  • REUBEN WARNER ASSOCIATES, INC.29%
  • MJLA INSURANCE SERVICES, INC.26%
Total $61K3 slices

Plan deep-dives

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

LAW OFFICES OF DANIEL KIM, CORPORATION DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.5M
Participants70
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

LAW OFFICES OF DANIEL KIM, CORPORATION 401(K) PROFIT SHARING PLAN

401k

Assets$2.1M
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LAW OFFICES OF DANIEL KIM, CORPORATION DEFINED BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$810K
Covered lives463
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

LAW OF OFFICES OF DANIEL KIM, CORPORATION DEFINED BENEFITS PLAN

Fully Insured - UNITED HEALTHCARE INSURANCE COMPANY

Premiums$21K
Covered lives260
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LAW OFFICES OF DANIEL KIM, CORPORATION DEFINED BENEFIT PLANTraditionalDB$2.5M702024
002LAW OFFICES OF DANIEL KIM, CORPORATION 401(K) PROFIT SHARING PLAN401k$2.1M1242024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LAW OFFICES OF DANIEL KIM, CORPORATION DEFINED BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$810K4632025
502LAW OF OFFICES OF DANIEL KIM, CORPORATION DEFINED BENEFITS PLANFully InsuredUNITED HEALTHCARE INSURANCE COMPANY$21K2602025
Retirement plans
Welfare plans
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