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Sponsor portfolio

KAY AND ASSOCIATES, INC.

EIN 36-2432478-airlines/aviation-Latest filing 2024
Plans
3
Retirement
1
$23.1M assets
Welfare
2
$6.6M premiums
Participants
3,317
165 N ARLINGTON HEIGHTS ROAD SUITE - BUFFALO GROVE, IL 60089847-255-8444kayinc.comLinkedIn501-1000 employeesairlines/aviation
Plans on this EIN
3 filings
#001401k-$23.1M - 1,513 part#501Fully Insured-$6.4M - 896 lives#502Fully Insured-$155K - 295 lives

Benefits portfolio analytics

2 plans / $6.6M premiums / 1,191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Other$3.8M
  • Dental$3.5M
  • Vision$3.5M
  • Life$813K
  • Long-term disability$185K
  • +1 more
Total $6.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY45%
  • BLUE CROSS OF CALIFORNIA39%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Total $6.6M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $326K1 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

KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN

401k

Assets$23.1M
Participants1,513
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KAY AND ASSOCIATES, INC. GROUP INSURANCE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$6.4M
Covered lives896
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

KAY AND ASSOCIATES, INC. LONG TERM DISABILITY PLAN

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$155K
Covered lives295
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN401k$23.1M1,5132024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KAY AND ASSOCIATES, INC. GROUP INSURANCE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$6.4M8962024
502KAY AND ASSOCIATES, INC. LONG TERM DISABILITY PLANFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$155K2952024
Retirement plans
Welfare plans
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