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  2. KELVION INC.
Sponsor portfolio

KELVION INC.

EIN 51-0268494-Latest filing 2025
Plans
2
Retirement
1
$47.9M assets
Welfare
1
$1.4M premiums
Participants
2,106
5202 W CHANNEL ROAD - CATOOSA, OK 74015918-266-3060
Plans on this EIN
2 filings
#001401k-$47.9M - 807 part#501Mixed-$1.4M - 1,679 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,679 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.3M
  • Short-term disability$1.3M
  • Long-term disability$1.3M
  • Other$1.3M
  • Vision$134K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • HARTFORD LIFE AND ACCIDENT90%
  • VISION SERVICE PLAN10%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • REUBEN WARNER ASSOCIATES, INC.0%
Total $184K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KELVION INC. SAVINGS PLAN

401k

Assets$47.9M
Participants807
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELVION INC. EMPLOYEE BENEFIT PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$1.4M
Covered lives1,679
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KELVION INC. SAVINGS PLAN401k$47.9M8072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELVION INC. EMPLOYEE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$1.4M1,6792025
Retirement plans
Welfare plans
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