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Sponsor portfolio

KEY FAMILY OF COMPANIES

EIN 35-1450364-insurance-Latest filing 2025
Plans
2
Retirement
1
$21.6M assets
Welfare
1
$936K premiums
Participants
831
LINK 3 STE 3300, 11100 USA PKWY - FISHERS, IN 460379255317-284-7100keybenefit.comLinkedIn501-1000 employeesinsurance
Plans on this EIN
2 filings
#002401k-$21.6M - 520 part#501Mixed-$936K - 373 lives

Benefits portfolio analytics

1 plan / $936K premiums / 373 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$553K
  • Other$282K
  • Long-term disability$67K
  • Vision$34K
Total $936K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
54%top
  • GERBER LIFE INSURANCE COMPANY54%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY30%
  • QBE INSURANCE5%
  • PAN-AMERICAN LIFE INSURANCE COMPANY5%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY4%
  • +1 more
Total $936K6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • KEY BENEFIT ADMINISTRATORS, INC100%
Total $4K1 slice

Plan deep-dives

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

KEY FAMILY 401K PLAN

401k

Assets$21.6M
Participants520
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEY FAMILY OF COMPANIES EMPLOYEE BENEFIT PLAN

Mixed - GERBER LIFE

Premiums$936K
Covered lives373
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KEY FAMILY 401K PLAN401k$21.6M5202024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEY FAMILY OF COMPANIES EMPLOYEE BENEFIT PLANMixedGERBER LIFE$936K3732025
Retirement plans
Welfare plans
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