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Sponsor portfolioTH

KEOLIS

EIN 26-1413441-Transportation and Warehousing-Latest filing 2024
Plans
2
Retirement
1
$280.9M assets
Welfare
1
$4.0M premiums
Participants
6,004
53 STATE STREET, 11TH FLOOR - BOSTON, MA 02109857-586-6169
Plans on this EIN
2 filings
#003401k-$280.9M - 5,841 part#501Fully Insured-$4.0M - 406 lives

Benefits portfolio analytics

1 plan / $4.0M premiums / 406 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Prescription drug$3.6M
  • Other$178K
  • Life$176K
  • Short-term disability$176K
  • Long-term disability$176K
  • +2 more
Total $4.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • DELTA DENTAL OF CALIFORNIA3%
  • VISION SERVICE PLAN1%
  • INOVA EMPLOYEE ASSISTANCE0%
Total $4.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $23K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KEOLIS AMERICA, INC. 401(K) SAVINGS PLAN

401k

Assets$280.9M
Participants5,841
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEOLIS AMERICA, INC. EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.0M
Covered lives406
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003KEOLIS AMERICA, INC. 401(K) SAVINGS PLAN401k$280.9M5,8412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEOLIS AMERICA, INC. EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.0M4062024
Retirement plans
Welfare plans
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