Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$280K
- Life$278K
- Short-term disability$278K
- Long-term disability$278K
- Vision$45K
Sponsor portfolioTH
KELLWOOD COMPANY, LLC
EIN 36-2472410Wholesale TradeLatest filing 2024
Plans
2
Retirement
1
$124.7M assets
Welfare
1
$325K premiums
Participants
1,978
13071 E TEMPLE AVE - CITY OF INDUSTRY, CA 91746626-934-3565
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $325K premiums / 487 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- SUN LIFE ASSURANCE COMPANY OF CANADA86%
- EYEMED VISION CARE14%
- ZURICH AMERICAN INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
99%top
- USI INSURANCE SERVICES LLC99%
- REUBEN WARNER ASSOCIATES, INC.1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
KELLWOOD COMPANY RETIREMENT SAVINGS PLAN
401k
Assets$124.7M
Participants1,535
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
KELLWOOD COMPANY, LLC. WRAP BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$325K
Covered lives487
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | KELLWOOD COMPANY RETIREMENT SAVINGS PLAN | 401k | $124.7M | 1,535 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | KELLWOOD COMPANY, LLC. WRAP BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $325K | 487 | 2024 |
Retirement plans
Welfare plans