Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$460K
- Long-term disability$295K
- Dental$289K
- Life$91K
- Vision$41K
Filings through .
Top hat
Kelly & Associates Insurance Group, Inc.
EIN 52-1066374insuranceLatest filing 2025
Plans
2
Retirement
1
$78.3M assets
Health & Benefits
1
$1.1M premiums
Participants
1,012
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $1.1M premiums / 491 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN
401(k)
Assets$78.3M
Participants517
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
KELLY & ASSOCIATES INSURANCE GROUP WELFARE PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives491
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KELLY & ASSOCIATES INSURANCE GROUP, INC. 401K PLAN | 401(k) | $78.3M | 517 | 2025 |
- #001 · 401(k) · 2025517
Health & Benefits plans
1 plan on this EIN
| 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 |
- #502 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025491
Retirement plans
Health & Benefits plans