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Sponsor portfolio

KOONTZ ELECTRIC COMPANY, INC.

EIN 71-0397704-construction-Latest filing 2025
Plans
5
Retirement
4
$18.1M assets
Welfare
1
$2.0M premiums
Participants
427
1223 EAST BROADWAY - MORRILTON, AR 72110501-354-2526LinkedIn11-50 employeesconstruction
Plans on this EIN
5 filings
#002401k-$12.3M - 62 part#004401k-$2.9M - 39 part#001401k-$2.7M - 91 part#003CashBalance-$203K - 103 part#501Fully Insured-$2.0M - 330 lives

Retirement portfolio analytics

4 plans aggregated / $18.1M assets / 295 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • COMPANY, INC. 401(K) (#002)68%
  • INC. RETIREMENT PLAN (#004)16%
  • PROFIT SHARING PLAN (#001)15%
  • CASH BALANCE PLAN (#003)1%
Total $18.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#003)103
  • PROFIT SHARING PLAN (#001)91
  • COMPANY, INC. 401(K) (#002)62
  • INC. RETIREMENT PLAN (#004)39
Total 295Click row to drill in

Benefits portfolio analytics

1 plan / $2.0M premiums / 330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Prescription drug$1.6M
  • Other$201K
  • Life$119K
  • Dental$110K
  • Long-term disability$82K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • METROPOLITAN LIFE INSURANCE COMPANY6%
  • USABLE LIFE4%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY0%
Total $2.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • NOT PROVIDED86%
  • HAWKINS INSURANCE AGENCY13%
  • N/A1%
  • SONYA GEORGE0%
  • THE HAWKINS GROUP INC0%
  • +3 more
Total $257K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KOONTZ ELECTRIC COMPANY, INC. 401(K) PLAN

401k

Assets$12.3M
Participants62
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KOONTZ ELECTRIC COMPANY, INC. RETIREMENT PLAN

401k

Assets$2.9M
Participants39
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$2.7M
Participants91
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

KOONTZ ELECTRIC COMPANY, INC. CASH BALANCE PLAN

CashBalance

Assets$203K
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOONTZ ELECTRIC COMPANY, INC. WELFARE BENEFIT PLAN

Fully Insured - ARKANSAS BLUE CROSS AND BLUE SHIELD

Premiums$2.0M
Covered lives330
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
002KOONTZ ELECTRIC COMPANY, INC. 401(K) PLAN401k$12.3M622025
004KOONTZ ELECTRIC COMPANY, INC. RETIREMENT PLAN401k$2.9M392025
001KOONTZ ELECTRIC COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$2.7M912025
003KOONTZ ELECTRIC COMPANY, INC. CASH BALANCE PLANCashBalance$203K1032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOONTZ ELECTRIC COMPANY, INC. WELFARE BENEFIT PLANFully InsuredARKANSAS BLUE CROSS AND BLUE SHIELD$2.0M3302025
Retirement plans
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