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Sponsor portfolio

O'KEEFFE'S, INC.

EIN 94-1061347-building materials-Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$1.9M premiums
Participants
581
100 NORTH HILL DRIVE, SUITE 12 - BRISBANE, CA 94005415-822-4222okeeffes.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filings
#003401k-$18.1M - 321 part#501Fully Insured-$1.9M - 458 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 458 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Prescription drug$1.9M
  • Dental$1.8M
  • Vision$1.8M
  • Life$1.8M
  • Long-term disability$1.8M
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • UNITEDHEALTHCARE INSURANCE COMPANY91%
  • KAISER FOUNDATION HEALTH PLAN INC9%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $111K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

O'KEEFFES, INC. 401(K) PLAN & TRUST

401k

Assets$18.1M
Participants321
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

O'KEEFFE'S HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.9M
Covered lives458
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003O'KEEFFES, INC. 401(K) PLAN & TRUST401k$18.1M3212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501O'KEEFFE'S HEALTH & WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.9M4582025
Retirement plans
Welfare plans
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