Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.6M
- Prescription drug$4.6M
- Other$4.0M
- Life$3.3M
- Short-term disability$3.3M
- Long-term disability$3.3M
- +1 more
Sponsor portfolio
COOLSYS, INC.
EIN 82-0852708Other Services (except Public Administration)Latest filing 2024
Plans
3
Retirement
1
$219.3M assets
Welfare
2
$8.8M premiums
Participants
6,982
145 S. STATE COLLEGE BLVD., STE 200 - BREA, CA 92821714-510-9615
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $8.8M premiums / 2,704 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- KAISER FOUNDATION HEALTH PLAN INC53%
- LIFE INSURANCE COMPANY OF NORTH AMERICA37%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD1%
- HINGE HEALTH0%
Broker market share
Schedule A broker compensation
75%top
- WILLIS TOWERS WATSON US LLC75%
- THE ORIENTATION COMPANY, INC.13%
- LOCKTON COMPANIES, LLC11%
- DON R. WILSON1%
- D'ANN DABELL1%
- +2 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
COOLSYS, INC. 401(K) PLAN
401k
Assets$219.3M
Participants4,371
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COOLSYS, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$8.7M
Covered lives2,346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
COOLSYS, INC. LEGAL PLAN
Fully Insured - PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
Premiums$73K
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COOLSYS, INC. 401(K) PLAN | 401k | $219.3M | 4,371 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COOLSYS, INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | KAISER FOUNDATION HEALTH PLAN, INC. | $8.7M | 2,346 | 2024 | |
| 502 | COOLSYS, INC. LEGAL PLAN | Fully Insured | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $73K | 358 | 2024 |
Retirement plans
Welfare plans