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Sponsor portfolio

KELLEY WILLIAMSON COMPANY

EIN 36-1314080-oil & energy-Latest filing 2024
Plans
4
Retirement
1
$11.9M assets
Welfare
3
$1.6M premiums
Participants
920
1132 HARRISON AVENUE - ROCKFORD, IL 611047262815-397-9410kw-oil.comLinkedIn501-1000 employeesoil & energy
Plans on this EIN
4 filings
#001401k-$11.9M - 430 part#706Fully Insured-$1.4M - 144 lives#508Fully Insured-$73K - 131 lives#506Fully Insured-$57K - 196 lives

Benefits portfolio analytics

3 plans / $1.6M premiums / 471 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$73K
  • Life$57K
Total $1.6M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • UNITEDHEALTHCARE INSURANCE COMPANY92%
  • STANDARD INSURANCE COMPANY8%
Total $1.6M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • COYLE-KILEY INSURANCE AGENCY INC100%
Total $99K1 slice

Plan deep-dives

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

KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN

401k

Assets$11.9M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#706

KELLEY WILLIAMSON CO HEALTH INSURANCE

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

KELLEY WILLIAMSON CO DENTAL

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$73K
Covered lives131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

KELLEY WILLIAMSON CO LIFE INSURANCE

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$57K
Covered lives196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KELLEY WILLIAMSON COMPANY PROFIT SHARING PLAN401k$11.9M4302024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
706KELLEY WILLIAMSON CO HEALTH INSURANCEFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M1442024
508KELLEY WILLIAMSON CO DENTALFully InsuredSTANDARD INSURANCE COMPANY$73K1312024
506KELLEY WILLIAMSON CO LIFE INSURANCEFully InsuredSTANDARD INSURANCE COMPANY$57K1962024
Retirement plans
Welfare plans
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