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Sponsor portfolio

KALEY GROUP, INC.

EIN 55-0754089-construction-Latest filing 2025
Plans
3
Retirement
1
$21.9M assets
Welfare
2
$144K premiums
Participants
449
53 14TH STREET - WHEELING, WV 26003304-232-8540LinkedIn51-200 employeesconstruction
Plans on this EIN
3 filings
#001401k-$21.9M - 185 part#502Mixed-$144K - 157 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $144K premiums / 157 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$144K
  • Vision$144K
  • Life$144K
  • Short-term disability$144K
  • Long-term disability$144K
  • Other$144K
Total $144K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $144K1 slice

Broker market share

Schedule A broker compensation

Split broker
74%top
  • USI INSURANCE SERVICES LLC74%
  • THE WORKSITE GROUP LLC26%
Total $19K2 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

KALEY GROUP, INC./KRSM INC. 401(K) PROFIT SHARING PLAN

401k

Assets$21.9M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KALEY GROUP INC/KRSM INC

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$144K
Covered lives157
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KALEY GROUP, INC/KRSM INC

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KALEY GROUP, INC./KRSM INC. 401(K) PROFIT SHARING PLAN401k$21.9M1852025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KALEY GROUP INC/KRSM INCMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$144K1572025
501KALEY GROUP, INC/KRSM INCSelf Funded-$002025
Retirement plans
Welfare plans
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