PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Coolsys, Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Coolsys, Inc.

EIN 82-0852708-Other Services (except Public Administration)-Latest filing 2025
Plans
3
Retirement
1
$266.4M assets
Health & Benefits
2
$8.2M premiums
Participants
8,153
145 S. STATE COLLEGE BLVD., STE 200 - BREA, CA 92821714-510-9615
Plans on this EIN
3 filings
#001401(k)-$266.4M - 4,314 part#501Mixed-$8.2M - 464 lives#502Fully insured-$65K - 377 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $8.2M premiums / 841 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Prescription drug$4.4M
  • Other$3.4M
  • Life$2.6M
  • Short-term disability$2.6M
  • Long-term disability$2.6M
Total $8.2M6 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

COOLSYS, INC. 401(K) PLAN

401(k)

Assets$266.4M
Participants4,314
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

COOLSYS, INC. HEALTH & WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$8.2M
Covered lives464
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

COOLSYS, INC. LEGAL PLAN

Fully insured - PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD

Premiums$65K
Covered lives377
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001COOLSYS, INC. 401(K) PLAN401(k)$266.4M4,3142025
  • COOLSYS, INC. 401(K) PLAN$266.4M
    #001 · 401(k) · 20254,314

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501COOLSYS, INC. HEALTH & WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$8.2M4642025
#502COOLSYS, INC. LEGAL PLANFully insuredPRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD$65K3772025
  • COOLSYS, INC. HEALTH & WELFARE BENEFITS PLAN$8.2M
    #501 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 2025464
  • COOLSYS, INC. LEGAL PLAN$65K
    #502 · Fully insured · PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD · 2025377
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica