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  2. Kay and Associates, Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

Kay and Associates, Inc.

EIN 36-2432478-airlines/aviation-Latest filing 2025
Plans
3
Retirement
1
$29.3M assets
Health & Benefits
2
$7.3M premiums
Participants
3,404
165 N ARLINGTON HEIGHTS ROAD SUITE - BUFFALO GROVE, IL 60089847-848-2747kayinc.comLinkedIn501-1000 employeesairlines/aviation
Plans on this EIN
3 filings
#001401(k)-$29.3M - 1,525 part#501Fully insured-$7.2M - 833 lives#502Fully insured-$156K - 298 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $7.3M premiums / 1,131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.1M
  • Other$4.5M
  • Dental$4.1M
  • Vision$4.1M
  • Life$959K
  • Long-term disability$191K
  • +1 more
Total $7.3M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

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

401(k)

Assets$29.3M
Participants1,525
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

KAY AND ASSOCIATES, INC. GROUP INSURANCE PLAN

Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$7.2M
Covered lives833
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

KAY AND ASSOCIATES, INC. LONG TERM DISABILITY PLAN

Fully insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$156K
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN401(k)$29.3M1,5252025
  • KAY & ASSOCIATES, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN$29.3M
    #001 · 401(k) · 20251,525

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501KAY AND ASSOCIATES, INC. GROUP INSURANCE PLANFully insuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$7.2M8332025
#502KAY AND ASSOCIATES, INC. LONG TERM DISABILITY PLANFully insuredUNUM LIFE INSURANCE COMPANY OF AMERICA$156K2982025
  • KAY AND ASSOCIATES, INC. GROUP INSURANCE PLAN$7.2M
    #501 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 2025833
  • KAY AND ASSOCIATES, INC. LONG TERM DISABILITY PLAN$156K
    #502 · Fully insured · UNUM LIFE INSURANCE COMPANY OF AMERICA · 2025298
Retirement plans
Health & Benefits plans

On this page

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  2. Plan summaries
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