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Sponsor portfolioTH

KELLER, SCHROEDER & ASSOCIATES, INC

EIN 35-1550894-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$59.1M assets
Welfare
1
$167K premiums
Participants
378
4920 CARRIAGE DR - EVANSVILLE, IN 477152578812-474-6825
Plans on this EIN
3 filings
#002ESOP-$39.1M - 159 part#001401k-$20.1M - 114 part#501Mixed-$167K - 254 lives

Retirement portfolio analytics

2 plans aggregated / $59.1M assets / 273 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EMPLOYEE STOCK OWNERSHIP (#002)66%
  • PROFIT SHARING PLAN (#001)34%
Total $59.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)159
  • PROFIT SHARING PLAN (#001)114
Total 273Click row to drill in

Benefits portfolio analytics

1 plan / $167K premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$95K
  • Other$26K
  • Life$19K
  • Vision$17K
  • Long-term disability$15K
Total $167K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • PARAMOUNT DENTAL57%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY31%
  • HCC LIFE INSURANCE COMPANY12%
Total $167K3 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • CLIPPINGER FINANCIAL GROUP, LLC83%
  • UNIFIED GROUP SERVICES, INC.12%
  • NFP INSURANCE SERVICES INC4%
Total $20K3 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

KELLER, SCHROEDER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$39.1M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KELLER SCHROEDER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$20.1M
Participants114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELLER SCHROEDER & ASSOCIATES, INC. EMPLOYEE BENEFIT PLAN

Mixed - PARAMOUNT DENTAL

Premiums$167K
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KELLER, SCHROEDER & ASSOCIATES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$39.1M1592025
001KELLER SCHROEDER AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN401k$20.1M1142025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLER SCHROEDER & ASSOCIATES, INC. EMPLOYEE BENEFIT PLANMixedPARAMOUNT DENTAL$167K2542025
Retirement plans
Welfare plans
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