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  2. KEYLINK HOLDINGS, LLC
Sponsor portfolio

KEYLINK HOLDINGS, LLC

EIN 20-3293066-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$9.0M assets
Welfare
1
$279K premiums
Participants
235
600 W. VIRGINIA ST. SUITE 300 - MILWAUKEE, WI 53204262-946-1210
Plans on this EIN
2 filings
#001401k-$9.0M - 135 part#501Mixed-$279K - 282 lives

Benefits portfolio analytics

1 plan / $279K premiums / 282 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$279K
  • Vision$279K
  • Life$279K
  • Short-term disability$279K
  • Long-term disability$279K
  • Other$279K
Total $279K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $279K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $37K1 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

KEYLINK HOLDINGS, LLC 401(K) PLAN

401k

Assets$9.0M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEYLINK HOLDINGS LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$279K
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KEYLINK HOLDINGS, LLC 401(K) PLAN401k$9.0M1352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEYLINK HOLDINGS LLC HEALTH AND WELFARE BENEFIT PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$279K2822024
Retirement plans
Welfare plans
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