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  2. EKI ENVIRONMENT & WATER, INC
Sponsor portfolio

EKI ENVIRONMENT & WATER, INC

EIN 94-3087395-Latest filing 2025
Plans
3
Retirement
2
$40.0M assets
Welfare
1
$377K premiums
Participants
465
2001 JUNIPERO SERRA BOULEVARD, SUITE 300 - DALY CITY, CA 94014650-292-9100
Plans on this EIN
3 filings
#401401k-$31.9M - 155 part#002ESOP-$8.1M - 150 part#501Mixed-$377K - 158 lives

Retirement portfolio analytics

2 plans aggregated / $40.0M assets / 305 participants

Assets by plan

Share of aggregate retirement assets

80%top
  • WATER, INC. 401(K) (#401)80%
  • EMPLOYEE STOCK OWNERSHIP (#002)20%
Total $40.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WATER, INC. 401(K) (#401)155
  • EMPLOYEE STOCK OWNERSHIP (#002)150
Total 305Click row to drill in

Benefits portfolio analytics

1 plan / $377K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$288K
  • Prescription drug$288K
  • Life$89K
  • Short-term disability$89K
  • Long-term disability$89K
  • Other$89K
Total $377K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • KAISER FOUNDATION HEALTH PLAN INC76%
  • SUN LIFE ASSURANCE COMPANY OF CANADA24%
Total $377K2 slices

Broker market share

Schedule A broker compensation

Split broker
43%top
  • ASSUREDPARTNERS43%
  • EDGEWOOD PARTNERS INSURANCE CENTER43%
  • AMWINS14%
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#401

EKI ENVIRONMENT & WATER, INC. 401(K) PLAN

401k

Assets$31.9M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EKI ENVIRONMENT & WATER, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.1M
Participants150
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

EKI ENVIRONMENT & WATER HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$377K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
401EKI ENVIRONMENT & WATER, INC. 401(K) PLAN401k$31.9M1552024
002EKI ENVIRONMENT & WATER, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$8.1M1502024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501EKI ENVIRONMENT & WATER HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$377K1582025
Retirement plans
Welfare plans
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