Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.0M
- Prescription drug$3.0M
- Dental$375K
- Vision$375K
- Life$375K
- Long-term disability$375K
- +1 more
Sponsor portfolio
PATRICK K. WILLIS COMPANY, INC.
EIN 94-3394523individual & family servicesLatest filing 2025
Plans
2
Retirement
1
$7.7M assets
Welfare
1
$3.4M premiums
Participants
752
5118 ROBERT J. MATHEWS PARKWAY - EL DORADO HILLS, CA 95762800-398-6480LinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.4M premiums / 358 covered livesCarrier market share
Premium dollars by Schedule A carrier
40%top
- KAISER FOUNDATION HEALTH PLAN INC40%
- WESTERN HEALTH ADVANTAGE22%
- PROMINENCE HEALTH PLAN15%
- SUTTER HEALTH PLAN12%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
P K WILLIS COMPANY INC 401K PLAN
401k
Assets$7.7M
Participants380
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PATRICK K. WILLIS COMPANY, INC. HEALTH AND WELFARE PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$3.4M
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | P K WILLIS COMPANY INC 401K PLAN | 401k | $7.7M | 380 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PATRICK K. WILLIS COMPANY, INC. HEALTH AND WELFARE PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $3.4M | 358 | 2025 |
Retirement plans
Welfare plans