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Sponsor portfolio

KAI USA LTD

EIN 93-0687500-Latest filing 2025
Plans
2
Retirement
1
$24.0M assets
Welfare
1
$3.6M premiums
Participants
587
18600 SW TETON AVENUE - TUALATIN, OR 97062503-682-1966
Plans on this EIN
2 filings
#001401k-$24.0M - 311 part#501Fully Insured-$3.6M - 417 lives

Benefits portfolio analytics

1 plan / $3.6M premiums / 417 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.4M
  • Health$3.3M
  • Vision$3.3M
  • Prescription drug$3.3M
  • Dental$173K
  • Life$88K
  • +1 more
Total $3.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • PROVIDENCE HEALTH PLAN92%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA3%
Total $3.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • DAVIDSON BENEFITS PLANNING LLC86%
  • CHRISTENSEN GROUP INC12%
  • NEP GA LLC2%
Total $11K3 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

KAI USA, LTD. 401(K) PLAN

401k

Assets$24.0M
Participants311
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAI USA LTD WELFARE BENEFIT PLAN

Fully Insured - PROVIDENCE HEALTH PLAN

Premiums$3.6M
Covered lives417
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KAI USA, LTD. 401(K) PLAN401k$24.0M3112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAI USA LTD WELFARE BENEFIT PLANFully InsuredPROVIDENCE HEALTH PLAN$3.6M4172025
Retirement plans
Welfare plans
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