Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$460K
- Long-term disability$295K
- Dental$289K
- Life$91K
- Vision$41K
Sponsor portfolioTH
KELLY & ASSOCIATES INSURANCE GROUP
EIN 52-1066374insuranceLatest filing 2025
Plans
2
Retirement
1
$68.2M assets
Welfare
1
$1.1M premiums
Participants
1,125
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 491 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY59%
- METROPOLITAN LIFE INSURANCE COMPANY27%
- UNITED HEALTHCARE INSURANCE COMPANY8%
- FIDELITY SECURITY LIFE INSURANCE COMPANY4%
- TRANSAMERICA LIFE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
62%top
- KELLY & ASSOCIATES INSURANCE GROUP62%
- MID ATLANTIC BENEFITS GROUP LLC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN
401k
Assets$68.2M
Participants630
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
KELLY & ASSOCIATES INSURANCE GROUP WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives491
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | 401k | $68.2M | 630 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KELLY & ASSOCIATES INSURANCE GROUP WELFARE PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $1.1M | 491 | 2025 |
Retirement plans
Welfare plans