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  2. KAIN AKESO MEDICAL HOLDINGS, LLC
Sponsor portfolio

KAIN AKESO MEDICAL HOLDINGS, LLC

EIN 84-4210914-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$2.0M premiums
Participants
364
7700 IRVINE CENTER DRIVE, SUITE 87 - IRVINE, CA 92618949-334-4739
Plans on this EIN
2 filings
#001401k-$9.4M - 364 part#501Fully Insured-$2.0M - 350 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 350 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Other$764K
  • Prescription drug$575K
  • Dental$181K
  • Vision$181K
  • Life$181K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • HUB INTERNATIONAL MIDWEST LIMITED70%
  • ADVOCATE, INC.23%
  • RSC INSURANCE BROKERAGE INC8%
Total $141K3 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

AKESO MEDICAL RETIREMENT PLAN

401k

Assets$9.4M
Participants364
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAIN AKESO MEDICAL HOLDINGS, LLC WELFARE BENEFITS PLAN

Fully Insured - AETNA HEALTH, INC.

Premiums$2.0M
Covered lives350
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AKESO MEDICAL RETIREMENT PLAN401k$9.4M3642024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAIN AKESO MEDICAL HOLDINGS, LLC WELFARE BENEFITS PLANFully InsuredAETNA HEALTH, INC.$2.0M3502025
Retirement plans
Welfare plans
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