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  2. KELLY SERVICES, INC
Sponsor portfolioTH

KELLY SERVICES, INC

EIN 38-1510762-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
4
Retirement
3
$616.6M assets
Welfare
1
$6.9M premiums
Participants
155,062
999 W BIG BEAVER RD - TROY, MI 48084800-376-4964
Plans on this EIN
4 filings
#004401k-$342.5M - 147,070 part#002401k-$270.3M - 4,449 part#001ProfitSharing-$3.8M - 116 part#502Mixed-$6.9M - 6,039 lives

Retirement portfolio analytics

3 plans aggregated / $616.6M assets / 151,635 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • KELLY RETIREMENT Savings (#004)56%
  • KELLY RETIREMENT PLUS (#002)44%
  • OF PUERTO RICO (#001)1%
Total $616.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
99%top
  • MERRILL LYNCH PIERCE FENNER & SMITH99%
  • (Not disclosed)1%
Total $616.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KELLY RETIREMENT Savings (#004)147,070
  • KELLY RETIREMENT PLUS (#002)4,449
  • OF PUERTO RICO (#001)116
Total 151,635Click row to drill in

Benefits portfolio analytics

1 plan / $6.9M premiums / 6,039 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.8M
  • Prescription drug$2.8M
  • Other$1.6M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Life$705K
  • +1 more
Total $6.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA44%
  • KAISER FOUNDATION HEALTH PLAN INC39%
  • EYEMED VISION CARE10%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • HAWAII MEDICAL SERVICE ASSOCIATION2%
  • +1 more
Total $6.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • HODGES-MACE BENEFITS GRP INC60%
  • GALLAGHER BENEFIT SERVICES, INC.40%
Total $660K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

KELLY RETIREMENT SAVINGS PLAN

401k

Assets$342.5M
Participants147,070
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KELLY RETIREMENT PLUS

401k

Assets$270.3M
Participants4,449
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

KELLY RETIREMENT PLUS PLAN OF PUERTO RICO

ProfitSharing

Assets$3.8M
Participants116
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KELLY SERVICES, INC. MASTER WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$6.9M
Covered lives6,039
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
004KELLY RETIREMENT SAVINGS PLAN401k$342.5M147,0702024
002KELLY RETIREMENT PLUS401k$270.3M4,4492024
001KELLY RETIREMENT PLUS PLAN OF PUERTO RICOProfitSharing$3.8M1162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KELLY SERVICES, INC. MASTER WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$6.9M6,0392024
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