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  2. KELLY, SCOTT AND MADISON, INC.
Sponsor portfolio

KELLY, SCOTT AND MADISON, INC.

EIN 36-2586788-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$22.9M assets
Welfare
1
$1.2M premiums
Participants
266
303 EAST WACKER DRIVE, SUITE 800 - CHICAGO, IL 60601312-977-0772ksmmedia.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$22.9M - 185 part#501Fully Insured-$1.2M - 150 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 150 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$56K
  • Other$48K
  • Life$44K
  • Short-term disability$44K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • DELTA DENTAL OF CALIFORNIA5%
  • SYMETRA LIFE INSURANCE COMPANY4%
  • PROTEC INSURANCE COMPANY1%
  • WORKPLACE OPTIONS0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GALLAGHER BENEFIT SERVICES, INC.100%
Total $54K1 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

KELLY, SCOTT AND MADISON, INC. PROFIT SHARING PLAN AND TRUST

401k

Assets$22.9M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELLY, SCOTT AND MADISON, INC. EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ILLINOIS

Premiums$1.2M
Covered lives150
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KELLY, SCOTT AND MADISON, INC. PROFIT SHARING PLAN AND TRUST401k$22.9M1852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLY, SCOTT AND MADISON, INC. EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF ILLINOIS$1.2M1502025
Retirement plans
Welfare plans
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