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Sponsor portfolio

OLSON KUNDIG, INC.

EIN 91-1184183-architecture & planning-Latest filing 2025
Plans
2
Retirement
1
$49.9M assets
Welfare
1
$855K premiums
Participants
780
159 SOUTH JACKSON, SUITE 600 - SEATTLE, WA 98104206-624-5670olsonkundig.comLinkedIn201-500 employeesarchitecture & planning
Plans on this EIN
2 filings
#001401k-$49.9M - 472 part#501Fully Insured-$855K - 391 lives

Benefits portfolio analytics

1 plan / $855K premiums / 391 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$333K
  • Prescription drug$302K
  • Dental$260K
  • Other$161K
  • Short-term disability$95K
  • Life$82K
  • +2 more
Total $855K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
35%top
  • KAISER FOUNDATION HEALTH PLAN INC35%
  • DELTA DENTAL OF CALIFORNIA30%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA26%
  • EYEMED VISION CARE4%
  • HAWAII MEDICAL SERVICE ASSOCIATION4%
  • +2 more
Total $855K7 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • AON CONSULTING INC98%
  • ALLIANT INSURANCE SERVICES, INC.2%
  • IMG0%
Total $27K3 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

OLSON KUNDIG 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$49.9M
Participants472
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

OLSON KUNDIG, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON

Premiums$855K
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OLSON KUNDIG 401(K) PROFIT SHARING PLAN & TRUST401k$49.9M4722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501OLSON KUNDIG, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON$855K3912025
Retirement plans
Welfare plans
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