Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans aggregated / $105.3M assets / 225 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
2 plans / $2.5M premiums / 256 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
401(k)
Fully insured - GROUP HOSPITALIZATION MEDICAL SERVICES, INC. CAREFIRST BLUECHOICE, INC
Fully insured - PRUDENTIAL INSURANCE COMPANY OF AMERICA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | KELLER AND HECKMAN LLP EMPLOYEES 401(K) PROFIT SHARING PLAN | 401(k) | $98.8M | 167 | 2025 |
| #004 | KELLER AND HECKMAN LLP NHCE ASSOCIATES 401(K) PLAN | 401(k) | $6.4M | 58 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | KELLER & HECKMAN GROUP HEALTH PLAN | Fully insured | GROUP HOSPITALIZATION MEDICAL SERVICES, INC. CAREFIRST BLUECHOICE, INC | $2.2M | 108 | 2025 |
| #504 | KELLER AND HECKMAN DISABILITY, LIFE, AD&D, STD AND LTD | Fully insured | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $392K | 148 | 2025 |