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Sponsor portfolio

KITEWORKS USA LLC

EIN 85-0770328-computer software-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$277K premiums
Participants
338
1510 FASHION ISLAND BLVD, SUITE 100 - SAN MATEO, CA 94404650-485-4300kiteworks.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filings
#001401k-$22.9M - 208 part#501Mixed-$277K - 127 lives

Benefits portfolio analytics

1 plan / $277K premiums / 127 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$183K
  • Vision$183K
  • Life$94K
  • Short-term disability$94K
  • Long-term disability$94K
  • Other$94K
Total $277K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY66%
  • METROPOLITAN LIFE INSURANCE COMPANY34%
Total $277K2 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • NAC INSURANCE ADMINISTRATION CORPOR85%
  • SEQUOIA BENEFITS & INS SVCS LLC15%
Total $22K2 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

KITEWORKS USA LLC 401(K) PLAN

401k

Assets$22.9M
Participants208
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KITEWORKS USA, LLC HEALTH AND WELFARE BENEFITS PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$277K
Covered lives127
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KITEWORKS USA LLC 401(K) PLAN401k$22.9M2082025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KITEWORKS USA, LLC HEALTH AND WELFARE BENEFITS PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$277K1272025
Retirement plans
Welfare plans
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