Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.9M
- Prescription drug$2.9M
- Dental$216K
- Long-term disability$39K
- Other$37K
- Short-term disability$34K
- +2 more
Sponsor portfolio
KELMAR ASSOCIATES, LLC
EIN 04-3577426management consultingLatest filing 2025
Plans
2
Retirement
1
$35.6M assets
Welfare
1
$3.2M premiums
Participants
590
500 EDGEWATER DRIVE, STE 525 - WAKEFIELD, MA 01880781-213-6926kelmarassoc.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.2M premiums / 464 covered livesCarrier market share
Premium dollars by Schedule A carrier
89%top
- BLUE CROSS OF CALIFORNIA89%
- DELTA DENTAL OF CALIFORNIA7%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- FIDELITY SECURITY LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- IMA, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KELMAR ASSOCIATES, LLC 401(K) PLAN
401k
Assets$35.6M
Participants316
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KELMAR ASSOCIATES, LLC WELFARE BENEFIT PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$3.2M
Covered lives464
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELMAR ASSOCIATES, LLC 401(K) PLAN | 401k | $35.6M | 316 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KELMAR ASSOCIATES, LLC WELFARE BENEFIT PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $3.2M | 464 | 2025 |
Retirement plans
Welfare plans