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Sponsor portfolio

KOKKARI LTD

EIN 77-0474102-Latest filing 2025
Plans
2
Retirement
1
$44K assets
Welfare
1
$750K premiums
Participants
256
200 JACKSON STREET - SAN FRANCISCO, CA 94111415-981-0983
Plans on this EIN
2 filings
#001401k-$44K - 131 part#501Fully Insured-$750K - 149 lives

Benefits portfolio analytics

1 plan / $750K premiums / 149 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$665K
  • Prescription drug$665K
  • Dental$86K
  • Vision$86K
  • Life$86K
  • Other$86K
Total $750K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AETNA LIFE INSURANCE COMPANY89%
  • PRINCIPAL LIFE INSURANCE COMPANY11%
Total $750K2 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • FOUNDATION RISK PARTNERS CORP90%
  • CENTERSTONE INSURANCE AND FINANCIAL10%
Total $44K2 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

KOKKARI LTD. 401(K) PLAN AND TRUST

401k

Assets$44K
Participants131
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KOKKARI LTD BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$750K
Covered lives149
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KOKKARI LTD. 401(K) PLAN AND TRUST401k$44K1312024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KOKKARI LTD BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$750K1492025
Retirement plans
Welfare plans
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