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Sponsor portfolioTH

KELLER MANAGEMENT SERVICES, LLC

EIN 52-1691496-Construction-Latest filing 2025
Plans
3
Retirement
2
$356.3M assets
Welfare
1
$3.5M premiums
Participants
6,925
7550 TEAGUE ROAD SUITE 300 - HANOVER, MD 21076410-551-8200
Plans on this EIN
3 filings
#001401k-$355.0M - 4,249 part#002ProfitSharing-$1.3M - 36 part#501Mixed-$3.5M - 4,803 lives

Retirement portfolio analytics

2 plans aggregated / $356.3M assets / 4,285 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • WAGE RETIREMENT PLAN (#002)0%
Total $356.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)4,249
  • WAGE RETIREMENT PLAN (#002)36
Total 4,285Click row to drill in

Benefits portfolio analytics

1 plan / $3.5M premiums / 4,803 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.2M
  • Life$2.1M
  • Long-term disability$1.2M
  • Vision$247K
Total $3.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • STANDARD INSURANCE COMPANY93%
  • BLUE CROSS OF CALIFORNIA7%
Total $3.5M2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • MARSH & MCLENNAN AGENCY LLC79%
  • NFP INSURANCE SERVICES INC15%
  • JAMES R NELLIGAN & ASSOCIATES LLC6%
  • POTOMAC BASIN GROUP ASSOC LLC0%
Total $457K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN

401k

Assets$355.0M
Participants4,249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KELLER NORTH AMERICA PREVAILING WAGE RETIREMENT PLAN

ProfitSharing

Assets$1.3M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELLER MANAGEMENT SERVICES,LLC WRAP BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$3.5M
Covered lives4,803
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN401k$355.0M4,2492025
002KELLER NORTH AMERICA PREVAILING WAGE RETIREMENT PLANProfitSharing$1.3M362025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLER MANAGEMENT SERVICES,LLC WRAP BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$3.5M4,8032025
Retirement plans
Welfare plans
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