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Sponsor portfolio

JACKSON KELLY PLLC

EIN 55-0394215-law practice-Latest filing 2024
Plans
3
Retirement
1
$147.4M assets
Welfare
2
$550K premiums
Participants
1,173
PO BOX 553 - CHARLESTON, WV 25322304-340-1000jacksonkelly.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$147.4M - 488 part#510Fully Insured-$550K - 386 lives#002Self Funded-0 lives

Benefits portfolio analytics

2 plans / $550K premiums / 386 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$282K
  • Health$153K
  • Long-term disability$140K
  • Dental$129K
  • Other$128K
  • Life$124K
Total $550K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY48%
  • ANTHEM LIFE INSURANCE COMPANY28%
  • PRINCIPAL LIFE INSURANCE COMPANY24%
  • HARTFORD LIFE AND ACCIDENT1%
Total $550K4 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • HILB GROUP OF NEW ENGLAND86%
  • NATIONAL ENROLLMENT PARTNERS GENERA9%
  • TORIAN INSURANCE BENEFITS INC5%
Total $60K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN

401k

Assets$147.4M
Participants488
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

JACKSON KELLY PLLC MASTER HEALTH AND WELFARE PLAN

Fully Insured - ANTHEM INSURANCE COMPANIES, INC

Premiums$550K
Covered lives386
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#002

JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002JACKSON KELLY PLLC 401(K) PROFIT SHARING PLAN401k$147.4M4882024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
510JACKSON KELLY PLLC MASTER HEALTH AND WELFARE PLANFully InsuredANTHEM INSURANCE COMPANIES, INC$550K3862024
002JACKSON KELLY PLLC 401(K) PROFIT SHARING PLANSelf Funded-$002024
Retirement plans
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