Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$467K
- Life$414K
- Long-term disability$253K
- Vision$24K
Sponsor portfolio
KELLY HART & HALLMAN, LLP
EIN 20-3856550legal servicesLatest filing 2025
Plans
2
Retirement
1
$161.4M assets
Welfare
1
$491K premiums
Participants
553
201 MAIN STREET, SUITE 2500 - FORT WORTH, TX 761023129817-332-2500kellyhart.comLinkedIn201-500 employeeslegal services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $491K premiums / 215 covered livesCarrier market share
Premium dollars by Schedule A carrier
84%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA84%
- WESTPORT INSURANCE CORPORATION11%
- STARMOUNT LIFE INSURANCE COMPANY5%
Broker market share
Schedule A broker compensation
43%top
- HUB INTERNATIONAL MIDWEST LIMITED43%
- GIS BENEFITS INC33%
- BOON CHAPMAN BENEFIT ADMINISTRATORS24%
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 HART & HALLMAN PROFIT SHARING PLAN AND TRUST
401k
Assets$161.4M
Participants335
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
KELLY HART & HALLMAN LLP HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$491K
Covered lives215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLY HART & HALLMAN PROFIT SHARING PLAN AND TRUST | 401k | $161.4M | 335 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | KELLY HART & HALLMAN LLP HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $491K | 215 | 2025 |
Retirement plans
Welfare plans