Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KELTECH, INC.
EIN 54-1491281ManufacturingLatest filing 2025
Plans
3
Retirement
2
$15.0M assets
Welfare
1
$694K premiums
Participants
362
7508 HITECH RD. - ROANOKE, VA 24019540-362-8466
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $15.0M assets / 248 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $694K premiums / 158 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$567K
- Other$41K
- Long-term disability$31K
- Dental$30K
- Life$22K
- Short-term disability$18K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
82%top
- SENTARA HEALTH PLAN82%
- ANTHEM LIFE INSURANCE COMPANY10%
- DELTA DENTAL OF CALIFORNIA4%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY3%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
70%top
- MARSH & MCLENNAN AGENCY LLC70%
- MCGRIFF INSURANCE SERVICES INC27%
- JUDY L MCCULLOUGH2%
- BISHOP LONA1%
- UNITED BENEFITS LLC0%
- +2 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KELTECH, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$13.4M
Participants120
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KELTECH, INC. 401(K) PLAN
401k
Assets$1.6M
Participants128
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KELTECH, INC. HEALTH AND WELFARE PLAN
Fully Insured - SENTARA HEALTH PLANS
Premiums$694K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELTECH, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.4M | 120 | 2024 | |
| 002 | KELTECH, INC. 401(K) PLAN | 401k | $1.6M | 128 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KELTECH, INC. HEALTH AND WELFARE PLAN | Fully Insured | SENTARA HEALTH PLANS | $694K | 158 | 2025 |
Retirement plans
Welfare plans