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Sponsor portfolio

HKA GLOBAL, LLC

EIN 81-4602170-Latest filing 2025
Plans
2
Retirement
1
$60.1M assets
Welfare
1
$6.6M premiums
Participants
928
1735 MARKET ST, SUITE 1100 - PHILADELPHIA, PA 19103646-560-5430
Plans on this EIN
2 filings
#001401k-$60.1M - 512 part#501Fully Insured-$6.6M - 416 lives

Benefits portfolio analytics

1 plan / $6.6M premiums / 416 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.8M
  • Dental$5.8M
  • Vision$5.8M
  • Short-term disability$726K
  • Other$565K
  • Life$536K
  • +1 more
Total $6.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • SUN LIFE ASSURANCE COMPANY OF CANADA8%
  • STANDARD INSURANCE COMPANY3%
  • COUNTRYWIDE ENTERPRISES, INC.0%
Total $6.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • BRUCE F BARR96%
  • UNKNOWN4%
  • VINCENT A MAROMONTE1%
Total $53K3 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

HKA GLOBAL, LLC 401(K) PLAN

401k

Assets$60.1M
Participants512
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HKA GLOBAL, LLC HEALTH AND WELFARE PLAN

Fully Insured - HIGHMARK, INC.

Premiums$6.6M
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HKA GLOBAL, LLC 401(K) PLAN401k$60.1M5122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HKA GLOBAL, LLC HEALTH AND WELFARE PLANFully InsuredHIGHMARK, INC.$6.6M4162025
Retirement plans
Welfare plans
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