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Sponsor portfolio

KELE, INC.

EIN 20-0622482-wholesale-Latest filing 2024
Plans
2
Retirement
1
$37.1M assets
Welfare
1
$3.5M premiums
Participants
904
3300 BROTHER BLVD - BARTLETT, TN 38133901-382-4755kele.comLinkedIn201-500 employeeswholesale
Plans on this EIN
2 filings
#001401k-$37.1M - 505 part#501Fully Insured-$3.5M - 653 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 653 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Vision$2.9M
  • Prescription drug$2.9M
  • Life$354K
  • Short-term disability$354K
  • Long-term disability$354K
  • +2 more
Total $3.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • HARTFORD LIFE AND ACCIDENT10%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $178K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KELE, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$37.1M
Participants505
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELE, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$3.5M
Covered lives653
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KELE, INC. 401(K) PROFIT SHARING PLAN401k$37.1M5052024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELE, INC. EMPLOYEE BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$3.5M6532024
Retirement plans
Welfare plans
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