PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PERR & KNIGHT, INC.
Sponsor portfolioTH

PERR & KNIGHT, INC.

EIN 95-4511033-insurance-Latest filing 2025
Plans
2
Retirement
1
$44.7M assets
Welfare
1
$2.1M premiums
Participants
344
401 WILSHIRE BLVD SUITE 300 - SANTA MONICA, CA 90401310-889-0951perrknight.comLinkedIn51-200 employeesinsurance
Plans on this EIN
2 filings
#001401k-$44.7M - 203 part#501Fully Insured-$2.1M - 267 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.0M
  • Prescription drug$2.0M
  • Dental$102K
  • Vision$102K
  • Life$90K
  • Short-term disability$90K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CALIFORNIA PHYSICIANS SERVICE91%
  • ANTHEM LIFE INSURANCE COMPANY5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • RSC INSURANCE BROKERAGE INC75%
  • ACRISURE LLC12%
  • BENEFITS AMERICA INSURANCE SERVICES9%
  • BENEFITS AMERICA INSURANCE SVCS LL5%
Total $143K4 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

PERR & KNIGHT 401(K) PLAN

401k

Assets$44.7M
Participants203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PERR & KNIGHT, INC. BENEFITS PLAN

Fully Insured - CALIFORNIA PHYSICIANS SERVICE

Premiums$2.1M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PERR & KNIGHT 401(K) PLAN401k$44.7M2032025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PERR & KNIGHT, INC. BENEFITS PLANFully InsuredCALIFORNIA PHYSICIANS SERVICE$2.1M2672025
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