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  2. KELLER MANAGEMENT SERVICES, LLC
Sponsor portfolioTH

KELLER MANAGEMENT SERVICES, LLC

EIN 52-1691496-Construction-Latest filing 2024
Plans
3
Retirement
2
$313.6M assets
Welfare
1
$3.1M premiums
Participants
6,881
7550 TEAGUE ROAD SUITE 300 - HANOVER, MD 21076443-396-1669
Plans on this EIN
3 filings
#001401k-$312.2M - 3,923 part#002ProfitSharing-$1.4M - 40 part#501Mixed-$3.1M - 4,517 lives

Retirement portfolio analytics

2 plans aggregated / $313.6M assets / 3,963 participants

Assets by plan

Share of aggregate retirement assets

100%top
  • PROFIT SHARING PLAN (#001)100%
  • WAGE RETIREMENT PLAN (#002)0%
Total $313.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3,923
  • WAGE RETIREMENT PLAN (#002)40
Total 3,963Click row to drill in

Benefits portfolio analytics

1 plan / $3.1M premiums / 4,517 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Life$1.9M
  • Long-term disability$1.0M
  • Vision$186K
Total $3.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
94%top
  • STANDARD INSURANCE COMPANY94%
  • BLUE CROSS OF CALIFORNIA6%
Total $3.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • MARSH & MCLENNAN AGENCY LLC87%
  • JAMES R NELLIGAN & ASSOCIATES LLC13%
Total $220K2 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$312.2M
Participants3,923
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$1.4M
Participants40
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$3.1M
Covered lives4,517
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KELLER NORTH AMERICA RETIREMENT SAVINGS PROFIT SHARING PLAN401k$312.2M3,9232024
002KELLER NORTH AMERICA PREVAILING WAGE RETIREMENT PLANProfitSharing$1.4M402024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLER MANAGEMENT SERVICES,LLC WRAP BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$3.1M4,5172024
Retirement plans
Welfare plans
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