Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$769K
- Other$191K
- Life$176K
- Long-term disability$176K
- Dental$65K
- Vision$16K
Sponsor portfolio
KRAFTCPAS PLLC
EIN 62-0713250accountingLatest filing 2025
Plans
2
Retirement
1
$17.5M assets
Welfare
1
$1.0M premiums
Participants
34
555 GREAT CIRCLE ROAD - NASHVILLE, TN 37228615-242-7351kraftcpas.comLinkedIn201-500 employeesaccounting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.0M premiums / 299 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- AETNA LIFE INSURANCE COMPANY74%
- SUN LIFE ASSURANCE COMPANY OF CANADA17%
- DELTA DENTAL OF CALIFORNIA6%
- VISION SERVICE PLAN2%
- AFLAC1%
Broker market share
Schedule A broker compensation
55%top
- DIGITAL INSURANCE LLC55%
- ENROLLEASE31%
- CENTRO BENEFITS RESEARCH LLC10%
- ALAN W FOSTER1%
- JOANNA G MATHERLY1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KRAFTCPAS PLLC RETIREMENT SAVINGS PLAN
401k
Assets$17.5M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
KRAFTCPAS PLLC HEALTH & WELFARE BENEFITS PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$1.0M
Covered lives299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KRAFTCPAS PLLC RETIREMENT SAVINGS PLAN | 401k | $17.5M | 34 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | KRAFTCPAS PLLC HEALTH & WELFARE BENEFITS PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $1.0M | 299 | 2025 |
Retirement plans
Welfare plans