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  2. CP KELCO U.S., INC.
Sponsor portfolioTH

CP KELCO U.S., INC.

EIN 51-0400757-Manufacturing-Latest filing 2024
Plans
3
Retirement
2
$131.7M assets
Welfare
1
$1.5M premiums
Participants
936
5450 PRAIRIE STONE PARKWAY - HOFFMAN ESTATES, IL 60192217-421-4356
Plans on this EIN
3 filings
#002401k-$101.7M - 341 part#001401k-$29.9M - 375 part#501Fully Insured-$1.5M - 320 lives

Retirement portfolio analytics

2 plans aggregated / $131.7M assets / 716 participants

Assets by plan

Share of aggregate retirement assets

77%top
  • 401(K) RETIREMENT Savings (#002)77%
  • 401(K) RETIREMENT Savings (#001)23%
Total $131.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#001)375
  • 401(K) RETIREMENT Savings (#002)341
Total 716Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 320 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$1.4M
  • Life$55K
  • Other$55K
  • Vision$14K
  • Long-term disability$7K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • VISION SERVICE PLAN1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SUMMIT FINANCIAL GROUP INC.100%
Total $76K1 slice

Plan deep-dives

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

CP KELCO NONUNION 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$101.7M
Participants341
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

CP KELCO 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$29.9M
Participants375
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CP KELCO EMPLOYEE BENEFIT PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$1.5M
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002CP KELCO NONUNION 401(K) RETIREMENT SAVINGS PLAN401k$101.7M3412024
001CP KELCO 401(K) RETIREMENT SAVINGS PLAN401k$29.9M3752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CP KELCO EMPLOYEE BENEFIT PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$1.5M3202024
Retirement plans
Welfare plans
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