PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. KAO AMERICA INC.
Sponsor portfolio

KAO AMERICA INC.

EIN 52-2064483-Manufacturing-Latest filing 2024
Plans
5
Retirement
2
$439.0M assets
Welfare
3
$1.9M premiums
Participants
7,167
2535 SPRING GROVE AVENUE - CINCINNATI, OH 45214513-455-5328
Plans on this EIN
5 filings
#001401k-$314.2M - 1,993 part#002CashBalance-$124.7M - 1,999 part#501Fully Insured-$1.2M - 2,322 lives#506Fully Insured-$650K - 202 lives#507Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $439.0M assets / 3,992 participants

Assets by plan

Share of aggregate retirement assets

72%top
  • INC. 401(K) Savings (#001)72%
  • AMERICA INC. PENSION (#002)28%
Total $439.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
72%top
  • (Not disclosed)72%
  • JOHN HANCOCK LIFE INSURANCE COMPANY28%
Total $439.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AMERICA INC. PENSION (#002)1,999
  • INC. 401(K) Savings (#001)1,993
Total 3,992Click row to drill in

Benefits portfolio analytics

3 plans / $1.9M premiums / 2,524 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.5M
  • Health$845K
  • Life$774K
  • Long-term disability$769K
  • Vision$224K
  • Dental$195K
Total $1.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • METROPOLITAN LIFE INSURANCE COMPANY41%
  • HUMANA INSURANCE COMPANY34%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN12%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
  • +1 more
Total $1.9M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BUCK GLOBAL LLC100%
Total $21K1 slice

Plan deep-dives

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

KAO AMERICA INC. 401(K) SAVINGS PLAN

401k

Assets$314.2M
Participants1,993
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KAO AMERICA INC. PENSION PLAN

CashBalance

Assets$124.7M
Participants1,999
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAO CORPORATION OF AMERICA FLEXIBLE BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives2,322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

KAO AMERICA INC. RETIREE MEDICAL PLAN

Fully Insured - HUMANA INSURANCE COMPANY

Premiums$650K
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

KAO AMERICA INC. SHORT-TERM DISABILITY BENEFIT PROGRAM

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KAO AMERICA INC. 401(K) SAVINGS PLAN401k$314.2M1,9932024
002KAO AMERICA INC. PENSION PLANCashBalance$124.7M1,9992024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAO CORPORATION OF AMERICA FLEXIBLE BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$1.2M2,3222024
506KAO AMERICA INC. RETIREE MEDICAL PLANFully InsuredHUMANA INSURANCE COMPANY$650K2022024
507KAO AMERICA INC. SHORT-TERM DISABILITY BENEFIT PROGRAMSelf Funded-$002024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica