Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$101K
- Short-term disability$101K
- Long-term disability$101K
- Other$101K
- Dental$70K
- Vision$35K
Sponsor portfolio
KELLEY HEALTH HOLDINGS
EIN 46-3216610hospital & health careLatest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$206K premiums
Participants
343
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $206K premiums / 138 covered livesCarrier market share
Premium dollars by Schedule A carrier
49%top
- AMERICAN UNITED LIFE INSURANCE COMPANY49%
- CANOPY34%
- VISION SERVICE PLAN17%
Broker market share
Schedule A broker compensation
73%top
- VALENT GROUP73%
- JAMES C ZELLER27%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KELLEY HEALTH HOLDINGS, INC. 401(K) PLAN
401k
Assets$2.6M
Participants221
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KELLEY HEALTH HOLDINGS HEALTH AND WELFARE BENEFITS PLAN
Mixed - AMERICAN UNITED LIFE INSURANCE COMPANY
Premiums$206K
Covered lives138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLEY HEALTH HOLDINGS, INC. 401(K) PLAN | 401k | $2.6M | 221 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KELLEY HEALTH HOLDINGS HEALTH AND WELFARE BENEFITS PLAN | Mixed | AMERICAN UNITED LIFE INSURANCE COMPANY | $206K | 138 | 2025 |
Retirement plans
Welfare plans