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  2. KELLEX CORPORATION (DBA KELLEX SEATING)
Sponsor portfolio

KELLEX CORPORATION (DBA KELLEX SEATING)

EIN 34-1778548-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$4.0M assets
Welfare
1
$2.0M premiums
Participants
471
501 HOYLE STREET SW - VALDESE, NC 286902605828-874-3089
Plans on this EIN
2 filings
#001401k-$4.0M - 246 part#501Fully Insured-$2.0M - 311 lives

Benefits portfolio analytics

1 plan / $2.0M premiums / 311 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$241K
  • Life$241K
  • Short-term disability$241K
  • Long-term disability$241K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • PRINCIPAL LIFE INSURANCE COMPANY12%
  • COMMUNITY EYE CARE1%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
29%top
  • ERIN PEARCE29%
  • STANLEY W PARK19%
  • MOSAIC GROUP SERVICES16%
  • ASSUREDPARTNERS15%
  • PROVISIONS BENEFIT GROUP10%
  • +2 more
Total $85K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KELLEX CORPORATION 401(K) PLAN

401k

Assets$4.0M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELLEX CORPORATION HEALTH PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$2.0M
Covered lives311
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KELLEX CORPORATION 401(K) PLAN401k$4.0M2462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLEX CORPORATION HEALTH PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$2.0M3112024
Retirement plans
Welfare plans
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