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  2. LEE KENNEDY CO, INC.
Sponsor portfolio

LEE KENNEDY CO, INC.

EIN 04-2635562-construction-Latest filing 2025
Plans
2
Retirement
1
$33.6M assets
Welfare
1
$2.0M premiums
Participants
287
122 QUINCY SHORE DRIVE - QUINCY, MA 02171617-825-6930leekennedy.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002401k-$33.6M - 161 part#501Fully Insured-$2.0M - 229 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 229 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$1.9M
  • Life$58K
  • Short-term disability$58K
  • Long-term disability$58K
  • Other$58K
  • +1 more
Total $2.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
97%top
  • BLUE CROSS OF CALIFORNIA97%
  • HARTFORD LIFE AND ACCIDENT3%
  • VISION SERVICE PLAN0%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • HP PLANNING LLC82%
  • GCG FINANCIAL LLC11%
  • INDIGO INSURANCE SERVICES6%
  • COMPREHENSIVE BENEFIT ADMINISTRATOR1%
Total $65K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LEE KENNEDY CO., INC. 401(K) AND PROFIT SHARING PLAN

401k

Assets$33.6M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEE KENNEDY CO INC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$2.0M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002LEE KENNEDY CO., INC. 401(K) AND PROFIT SHARING PLAN401k$33.6M1612025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEE KENNEDY CO INC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$2.0M2292025
Retirement plans
Welfare plans
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