Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
ISLAND KINETICS, INC. DBA COVALENCE LABORATORIES
EIN 86-0833270electrical/electronic manufacturingLatest filing 2025
Plans
3
Retirement
2
$50.7M assets
Welfare
1
$126K premiums
Participants
508
460 SOUTH BENSON LANE, STE 3 - CHANDLER, AZ 85224480-897-0551LinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $50.7M assets / 381 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $126K premiums / 160 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$40K
- Other$34K
- Life$28K
- Short-term disability$27K
- Dental$25K
- Vision$25K
Carrier market share
Premium dollars by Schedule A carrier
78%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA78%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA19%
- CURALINC HEALTHCARE2%
Broker market share
Schedule A broker compensation
44%top
- HAYS COMPANIES, INC.44%
- MARSH & MCLENNAN AGENCY LLC31%
- BROWN & BROWN INSURANCE SERVICES20%
- STRATEGIC NON-MEDICAL SOLUTION5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ISLAND KINETICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$42.1M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ISLAND KINETICS, INC. 401(K) PLAN
401k
Assets$8.6M
Participants197
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
ISLAND KINETICS, INC. WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$126K
Covered lives160
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ISLAND KINETICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $42.1M | 184 | 2025 | |
| 001 | ISLAND KINETICS, INC. 401(K) PLAN | 401k | $8.6M | 197 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ISLAND KINETICS, INC. WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $126K | 160 | 2025 |
Retirement plans
Welfare plans