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Sponsor portfolio

MORGAN-KELLER, INC.

EIN 52-0741857-construction-Latest filing 2025
Plans
2
Retirement
1
$22.5M assets
Welfare
1
$396K premiums
Participants
564
70 THOMAS JOHNSON DRIVE, SUITE 200 - FREDERICK, MD 21702301-663-0626morgankeller.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#003401k-$22.5M - 318 part#501Mixed-$396K - 394 lives

Benefits portfolio analytics

1 plan / $396K premiums / 394 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$245K
  • Life$210K
  • Short-term disability$210K
  • Long-term disability$210K
  • Dental$129K
  • Vision$21K
Total $396K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY53%
  • DELTA DENTAL OF CALIFORNIA33%
  • UNITED HEALTHCARE INSURANCE COMPANY7%
  • EYEMED VISION CARE5%
  • JANUS ASSOCIATES, INC. DBA BHS2%
Total $396K5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • SILBERSTEIN INSURANCE GROUP97%
  • GCG FINANCIAL LLC3%
Total $60K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

MORGAN-KELLER, INC. 401(K) PLAN

401k

Assets$22.5M
Participants318
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MORGAN-KELLER INC. GROUP WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$396K
Covered lives394
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003MORGAN-KELLER, INC. 401(K) PLAN401k$22.5M3182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MORGAN-KELLER INC. GROUP WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$396K3942025
Retirement plans
Welfare plans
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