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Sponsor portfolio

KELLY AND PICERNE, INC.

EIN 05-0243936-Latest filing 2025
Plans
3
Retirement
2
$36.3M assets
Welfare
1
$3.4M premiums
Participants
1,393
75 LAMBERT LIND HIGHWAY - WARWICK, RI 02886401-732-3700
Plans on this EIN
3 filings
#001401k-$35.5M - 695 part#002ProfitSharing-$758K - 95 part#505Fully Insured-$3.4M - 684 lives

Retirement portfolio analytics

2 plans aggregated / $36.3M assets / 790 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • & RETIREMENT PLAN (#001)98%
  • AND RETIREMENT PLAN (#002)2%
Total $36.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & RETIREMENT PLAN (#001)695
  • AND RETIREMENT PLAN (#002)95
Total 790Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • DELTA DENTAL OF CALIFORNIA8%
  • UNITEDHEALTHCARE INSURANCE COMPANY7%
  • TRIPLE S SALUD, INC.5%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
Total $3.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • CBIZ BENEFITS & INSURANCE SERVICES91%
  • IKON BENEFITS GROUP, INC.9%
Total $94K2 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

KELLY & PICERNE, INC. SAVINGS & RETIREMENT PLAN

401k

Assets$35.5M
Participants695
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLAN

ProfitSharing

Assets$758K
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KELLY AND PICERNE, INC. PLAN WRAP BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF RHODE ISLAND

Premiums$3.4M
Covered lives684
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KELLY & PICERNE, INC. SAVINGS & RETIREMENT PLAN401k$35.5M6952024
002KELLY & PICERNE, INC. SAVINGS AND RETIREMENT PLANProfitSharing$758K952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KELLY AND PICERNE, INC. PLAN WRAP BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF RHODE ISLAND$3.4M6842025
Retirement plans
Welfare plans
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