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  2. HKS, INC.
Sponsor portfolio

HKS, INC.

EIN 75-1082838-architecture & planning-Latest filing 2024
Plans
2
Retirement
1
$290.9M assets
Welfare
1
$1.8M premiums
Participants
3,221
350 N. SAINT PAUL ST., SUITE 100 - DALLAS, TX 75201214-969-5599hksinc.comLinkedIn1001-5000 employeesarchitecture & planning
Plans on this EIN
2 filings
#002401k-$290.9M - 1,865 part#501Mixed-$1.8M - 1,737 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 1,737 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$974K
  • Life$929K
  • Long-term disability$929K
  • Dental$558K
  • Health$162K
  • Prescription drug$162K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY52%
  • SUN LIFE ASSURANCE COMPANY OF CANADA28%
  • KAISER FOUNDATION HEALTH PLAN INC9%
  • EYEMED VISION CARE6%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY3%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • HOLMES MURPHY & ASSOCIATES79%
  • AVANT SPECIALTY BENEFITS LLC20%
  • C2 CENTRIC LLC1%
Total $148K3 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

HKS, INC. 401(K) PLAN

401k

Assets$290.9M
Participants1,865
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HKS, INC. WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$1.8M
Covered lives1,737
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002HKS, INC. 401(K) PLAN401k$290.9M1,8652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HKS, INC. WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$1.8M1,7372024
Retirement plans
Welfare plans
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