Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
KELLER, INC.
EIN 39-0971348constructionLatest filing 2025
Plans
3
Retirement
2
$241.4M assets
Welfare
1
$110K premiums
Participants
924
N216 STATE ROAD 55, PO BOX 620 - KAUKAUNA, WI 54130920-766-5795kellerbuilds.comLinkedIn201-500 employeesconstruction
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $241.4M assets / 642 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
82%top
- (Not disclosed)82%
- ASSOCIATED TRUST COMPANY, N.A.18%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $110K premiums / 264 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$39K
- Other$39K
- Short-term disability$27K
- Vision$25K
- Health$19K
Carrier market share
Premium dollars by Schedule A carrier
60%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY60%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY23%
- AMERICAN NATIONAL INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
83%top
- BLACKWELL CAPTIVE SOLUTIONS83%
- ASSUREDPARTNERS17%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
KELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST
ESOP
Assets$198.5M
Participants325
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
KELLER, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$42.9M
Participants317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KELLER INC. GROUP INSURANCE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$110K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | KELLER, INC. EMPLOYEE STOCK OWNERSHIP PLAN & TRUST | ESOP | $198.5M | 325 | 2025 | |
| 001 | KELLER, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $42.9M | 317 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KELLER INC. GROUP INSURANCE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $110K | 264 | 2025 |
Retirement plans
Welfare plans