Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$149K
- Short-term disability$149K
- Long-term disability$149K
- Other$149K
- Dental$112K
- Vision$112K
Sponsor portfolio
KEITH & KEITH, LTD.
EIN 56-1643967Latest filing 2025
Plans
2
Retirement
1
$21.2M assets
Welfare
1
$261K premiums
Participants
310
4500 CAMERON VALLEY PARKWAY, SUITE 400 - CHARLOTTE, NC 282113591704-319-8189
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $261K premiums / 264 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- HARTFORD LIFE AND ACCIDENT57%
- AMERITAS LIFE INSURANCE CORP.43%
Broker market share
Schedule A broker compensation
100%top
- DIGITAL INSURANCE LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE KEITH CORPORATION 401(K) PLAN
401k
Assets$21.2M
Participants161
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KEITH AND KEITH, LTD. MASTER WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$261K
Covered lives264
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE KEITH CORPORATION 401(K) PLAN | 401k | $21.2M | 161 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KEITH AND KEITH, LTD. MASTER WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $261K | 264 | 2025 |
Retirement plans
Welfare plans