PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KENNEDY JENKS CONSULTANTS, INC.
Sponsor portfolio

KENNEDY JENKS CONSULTANTS, INC.

EIN 94-2147007-utilities-Latest filing 2025
Plans
2
Retirement
1
$148.0M assets
Welfare
1
$675K premiums
Participants
1,201
275 BATTERY STREET, SUITE 550 - SAN FRANCISCO, CA 94111415-243-2150LinkedIn1-10 employeesutilities
Plans on this EIN
2 filings
#001ESOP-$148.0M - 752 part#502Fully Insured-$675K - 452 lives

Benefits portfolio analytics

1 plan / $675K premiums / 452 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$531K
  • Other$434K
  • Short-term disability$349K
  • Long-term disability$349K
  • Vision$241K
  • Health$181K
  • +2 more
Total $675K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA52%
  • HAWAII MEDICAL SERVICE ASSOCIATION27%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA12%
  • VISION SERVICE PLAN9%
  • HEALTH ADVOCATE SOLUTIONS, INC.1%
Total $675K5 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • LOCKTON COMPANIES, LLC74%
  • AGIS NETWORK INSURANCE SERVICE26%
  • IMG0%
Total $28K3 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

KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLAN

ESOP

Assets$148.0M
Participants752
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KENNEDY/JENKS CONSULTANTS, INC. WELFARE BENEFIT PLAN

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$675K
Covered lives452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KENNEDY/JENKS CONSULTANTS, INC. PROFIT SHARING RETIREMENT PLANESOP$148.0M7522024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KENNEDY/JENKS CONSULTANTS, INC. WELFARE BENEFIT PLANFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$675K4522025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica