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Sponsor portfolio

LEE KUM KEE (USA) INC., - L.A.

EIN 95-3848577-computer software-Latest filing 2025
Plans
2
Retirement
1
$54.6M assets
Welfare
1
$4.4M premiums
Participants
1,069
14841 DON JULIAN ROAD - CITY OF INDUSTRY, CA 917463110626-709-1905LinkedIn1-10 employeescomputer software
Plans on this EIN
2 filings
#001401k-$54.6M - 577 part#502Fully Insured-$4.4M - 621 lives

Benefits portfolio analytics

1 plan / $4.4M premiums / 621 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$4.2M
  • Vision$4.2M
  • Prescription drug$4.2M
  • Long-term disability$129K
  • Life$60K
  • +1 more
Total $4.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • ANTHEM LIFE INSURANCE COMPANY4%
Total $4.4M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALAN CHOI100%
Total $226K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN

401k

Assets$54.6M
Participants577
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

LEE KUM KEE HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.4M
Covered lives621
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001LEE KUM KEE EMPLOYEES' 401(K) RETIREMENT PLAN401k$54.6M5772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502LEE KUM KEE HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.4M6212025
Retirement plans
Welfare plans
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