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KELLER AND HECKMAN LLP

EIN 52-0743156-law practice-Latest filing 2025
Plans
4
Retirement
2
$90.3M assets
Welfare
2
$2.5M premiums
Participants
477
1001 G STREET, N.W., SUITE 500 WEST - WASHINGTON, DC 20001202-434-4100khlaw.comLinkedIn51-200 employeeslaw practice
Plans on this EIN
4 filings
#002401k-$84.6M - 171 part#004401k-$5.7M - 50 part#501Fully Insured-$2.2M - 108 lives#504Fully Insured-$392K - 148 lives

Retirement portfolio analytics

2 plans aggregated / $90.3M assets / 221 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PROFIT SHARING PLAN (#002)94%
  • NHCE ASSOCIATES 401(K) (#004)6%
Total $90.3MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • NEWPORT GROUP, INC.94%
  • (Not disclosed)6%
Total $90.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)171
  • NHCE ASSOCIATES 401(K) (#004)50
Total 221Click row to drill in

Benefits portfolio analytics

2 plans / $2.5M premiums / 256 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Life$392K
  • Short-term disability$392K
  • Long-term disability$392K
  • +2 more
Total $2.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • BLUE CROSS OF CALIFORNIA84%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA15%
  • VISION SERVICE PLAN1%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $2.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • DIGITAL INSURANCE LLC93%
  • EMPLOYEE BENEFITS CORP OF AMERICA7%
  • IMG0%
  • REUBEN WARNER ASSOCIATES, INC.0%
  • ASSUREDPARTNERS0%
Total $135K5 slices

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 AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN

401k

Assets$84.6M
Participants171
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

KELLER AND HECKMAN LLP NHCE ASSOCIATES 401(K) PLAN

401k

Assets$5.7M
Participants50
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELLER & HECKMAN GROUP HEALTH PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC. CAREFIRST BLUECHOICE, INC

Premiums$2.2M
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

KELLER AND HECKMAN DISABILITY, LIFE, AD&D, STD AND LTD

Fully Insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$392K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN401k$84.6M1712024
004KELLER AND HECKMAN LLP NHCE ASSOCIATES 401(K) PLAN401k$5.7M502024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLER & HECKMAN GROUP HEALTH PLANFully InsuredGROUP HOSPITALIZATION MEDICAL SERVICES, INC. CAREFIRST BLUECHOICE, INC$2.2M1082025
504KELLER AND HECKMAN DISABILITY, LIFE, AD&D, STD AND LTDFully InsuredPRUDENTIAL INSURANCE COMPANY OF AMERICA$392K1482025
Retirement plans
Welfare plans
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