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Sponsor portfolio

MIKE KELLY CHEVROLET, INC.

EIN 25-1059734-individual & family services-Latest filing 2025
Plans
3
Retirement
1
$4.9M assets
Welfare
2
$421K premiums
Participants
308
252 PITTSBURGH RD - BUTLER, PA 16002724-287-2701LinkedIn11-50 employeesindividual & family services
Plans on this EIN
3 filings
#002401k-$4.9M - 129 part#501Self Funded-$350K - 66 lives#502Mixed-$71K - 213 lives

Benefits portfolio analytics

2 plans / $421K premiums / 279 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$350K
  • Dental$62K
  • Life$62K
  • Other$62K
  • Vision$8K
Total $421K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • HM LIFE INSURANCE COMPANY83%
  • PRINCIPAL LIFE INSURANCE COMPANY15%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
  • LIBERTY MUTUAL ASSURANCE COMPANY OF BOSTON0%
Total $421K4 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • ENGLE-HAMBRIGHT & DAVIES, INC.58%
  • JAMES R NELLIGAN & ASSOCIATES LLC42%
Total $9K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MIKE KELLY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$4.9M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MIKE KELLY CHEVROLET, INC. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$350K
Covered lives66
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

MIKE KELLY CHEVROLET, INC. GROUP INSURANCE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$71K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002MIKE KELLY CHEVROLET, INC. 401(K) PROFIT SHARING PLAN401k$4.9M1292025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MIKE KELLY CHEVROLET, INC. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$350K662025
502MIKE KELLY CHEVROLET, INC. GROUP INSURANCE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$71K2132025
Retirement plans
Welfare plans
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