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  2. Kelly & Picerne, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Kelly & Picerne, Inc.

EIN 05-0243936-Real Estate and Rental and Leasing-Latest filing 2025
Plans
3
Retirement
2
$42.1M assets
Health & Benefits
1
$3.4M premiums
Participants
1,421
75 LAMBERT LIND HWY - WARWICK, RI 028861131401-732-3700
Plans on this EIN
3 filings
#001401(k)-$41.1M - 718 part#002Profit-sharing-$1.0M - 100 part#505Fully insured-$3.4M - 684 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $42.1M assets / 818 participants

Assets by plan

Share of aggregate retirement assets

  • & RETIREMENT PLAN (#001)$41.1M
  • AND RETIREMENT PLAN (#002)$1.0M
Total $42.1MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)718
  • AND RETIREMENT PLAN (#002)100
Total 818Select a row to open it

Benefits portfolio analytics

1 plan / $3.4M premiums / 684 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Other$421K
  • Dental$272K
  • Vision$272K
  • Life$241K
  • Short-term disability$241K
  • +2 more
Total $3.4M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

KELLY & PICERNE, INC. SAVINGS & RETIREMENT PLAN

401(k)

Assets$41.1M
Participants718
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN

Profit-sharing

Assets$1.0M
Participants100
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

KELLY AND PICERNE, INC. PLAN WRAP BENEFIT PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$3.4M
Covered lives684
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KELLY & PICERNE, INC. SAVINGS & RETIREMENT PLAN401(k)$41.1M7182025
#002KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLANProfit-sharing$1.0M1002025
  • KELLY & PICERNE, INC. SAVINGS & RETIREMENT PLAN$41.1M
    #001 · 401(k) · 2025718
  • KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN$1.0M
    #002 · Profit-sharing · 2025100

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505KELLY AND PICERNE, INC. PLAN WRAP BENEFIT PLANFully insuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$3.4M6842025
  • KELLY AND PICERNE, INC. PLAN WRAP BENEFIT PLAN$3.4M
    #505 · Fully insured · BLUE CROSS BLUE SHIELD OF RHODE ISLAND · 2025684
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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