PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. KELLOGG BROWN & ROOT, LLC
Sponsor portfolio

KELLOGG BROWN & ROOT, LLC

EIN 20-3897734-construction-Latest filing 2024
Plans
5
Retirement
4
$3.96B assets
Welfare
1
$23.4M premiums
Participants
35,330
601 JEFFERSON AVE - HOUSTON, TX 770027900713-753-8060LinkedIn11-50 employeesconstruction
Plans on this EIN
5 filings
#007ESOP-$3.88B - 24,406 part#003TraditionalDB-$47.4M - 1,363 part#001ESOP-$30.7M - 234 part#010401k-$1.7M - 34 part#527Mixed-$23.4M - 20,536 lives

Retirement portfolio analytics

4 plans aggregated / $3.96B assets / 26,037 participants

Assets by plan

Share of aggregate retirement assets

98%top
  • RETIREMENT AND Savings (#007)98%
  • CORPORATION EMPLOYEES' PENSION (#003)1%
  • RESOURCES, LLC 401(K) (#001)1%
  • EMPLOYEES 401K PLAN (#010)0%
Total $3.96BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • THE VANGUARD GROUP, INC.99%
  • (Not disclosed)1%
Total $3.96BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND Savings (#007)24,406
  • CORPORATION EMPLOYEES' PENSION (#003)1,363
  • RESOURCES, LLC 401(K) (#001)234
  • EMPLOYEES 401K PLAN (#010)34
Total 26,037Click row to drill in

Benefits portfolio analytics

1 plan / $23.4M premiums / 20,536 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$12.0M
  • Other$12.0M
  • Vision$6.9M
  • Health$4.6M
  • Prescription drug$4.6M
  • Long-term disability$4.5M
  • +1 more
Total $23.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • METROPOLITAN LIFE INSURANCE COMPANY51%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • KAISER FOUNDATION HEALTH PLAN INC16%
  • VISION SERVICE PLAN10%
  • HAWAII MEDICAL SERVICE ASSOCIATION3%
Total $23.4M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $264K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

KELLOGG BROWN & ROOT, INC. RETIREMENT AND SAVINGS PLAN

ESOP

Assets$3.88B
Participants24,406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

NUS CORPORATION EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$47.4M
Participants1,363
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

TECHNICAL STAFFING RESOURCES, LLC 401(K) PLAN

ESOP

Assets$30.7M
Participants234
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#010

BROWN AND ROOT HOURLY EMPLOYEES 401K PLAN

401k

Assets$1.7M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#527

KELLOGG BROWN & ROOT, INC. WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$23.4M
Covered lives20,536
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans4

Plan #NameTypeAssetsParticipantsLatest year
007KELLOGG BROWN & ROOT, INC. RETIREMENT AND SAVINGS PLANESOP$3.88B24,4062024
003NUS CORPORATION EMPLOYEES' PENSION PLANTraditionalDB$47.4M1,3632024
001TECHNICAL STAFFING RESOURCES, LLC 401(K) PLANESOP$30.7M2342024
010BROWN AND ROOT HOURLY EMPLOYEES 401K PLAN401k$1.7M342024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
527KELLOGG BROWN & ROOT, INC. WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$23.4M20,5362024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica