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  2. J. J. KELLER & ASSOCIATES, INC.
Sponsor portfolio

J. J. KELLER & ASSOCIATES, INC.

EIN 39-0957377-management consulting-Latest filing 2024
Plans
4
Retirement
2
$300.4M assets
Welfare
2
$2.8M premiums
Participants
8,782
3003 BREEZEWOOD LANE - NEENAH, WI 54957920-727-7274jjkeller.comLinkedIn1001-5000 employeesmanagement consulting
Plans on this EIN
4 filings
#002401k-$173.2M - 2,284 part#001ProfitSharing-$127.2M - 1,848 part#501Mixed-$1.6M - 0 lives#514Mixed-$1.2M - 4,645 lives

Retirement portfolio analytics

2 plans aggregated / $300.4M assets / 4,132 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • AND RETIREMENT PLAN (#002)58%
  • SHARING RETIREMENT PLAN (#001)42%
Total $300.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
58%top
  • AMERICAN UNITED LIFE INSURANCE CO58%
  • ASSOCIATED TRUST COMPANY, N.A.42%
Total $300.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • AND RETIREMENT PLAN (#002)2,284
  • SHARING RETIREMENT PLAN (#001)1,848
Total 4,132Click row to drill in

Benefits portfolio analytics

2 plans / $2.8M premiums / 4,645 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$1.2M
  • Other$1.1M
  • Life$1.1M
Total $2.8M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • (unnamed)57%
  • RELIASTAR LIFE INSURANCE COMPANY38%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY4%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
Total $2.8M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • USI INSURANCE SERVICES LLC85%
  • MICHAEL L. SCOTT6%
  • THIRD COAST ADVISORS INC5%
  • SCOT J MADSON4%
  • NICOLET NATIONAL BANK - THE GUARDIA0%
Total $158K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN

401k

Assets$173.2M
Participants2,284
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

ProfitSharing

Assets$127.2M
Participants1,848
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HEALTH & WELFARE BENEFIT TRUST

Mixed

Premiums$1.6M
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514

J. J. KELLER & ASSOCIATES, INC. WRAP PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives4,645
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002J. J. KELLER & ASSOCIATES, INC. EMPLOYEES' 401K SAVINGS AND RETIREMENT PLAN401k$173.2M2,2842024
001JJ KELLER & ASSOCIATES, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLANProfitSharing$127.2M1,8482024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HEALTH & WELFARE BENEFIT TRUSTMixed-$1.6M02024
514J. J. KELLER & ASSOCIATES, INC. WRAP PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.2M4,6452024
Retirement plans
Welfare plans
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