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Sponsor portfolio

MCKIM & CREED, INC.

EIN 56-2136769-civil engineering-Latest filing 2025
Plans
3
Retirement
2
$153.2M assets
Welfare
1
$832K premiums
Participants
2,841
4300 EDWARDS MILL RD., SUITE 200 - RALEIGH, NC 27612919-236-3793mckimcreed.comLinkedIn501-1000 employeescivil engineering
Plans on this EIN
3 filings
#002ESOP-$101.4M - 874 part#001401k-$51.8M - 1,043 part#513Mixed-$832K - 925 lives

Retirement portfolio analytics

2 plans aggregated / $153.2M assets / 1,917 participants

Assets by plan

Share of aggregate retirement assets

66%top
  • EMPLOYEE STOCK OWNERSHIP (#002)66%
  • CREED, INC. 401(K) (#001)34%
Total $153.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CREED, INC. 401(K) (#001)1,043
  • EMPLOYEE STOCK OWNERSHIP (#002)874
Total 1,917Click row to drill in

Benefits portfolio analytics

1 plan / $832K premiums / 925 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$832K
  • Vision$831K
  • Life$831K
  • Long-term disability$831K
Total $832K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
  • HARTFORD LIFE AND ACCIDENT0%
Total $832K2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
  • MCGRIFF INSURANCE SERVICES INC0%
Total $181K2 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

MCKIM & CREED, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$101.4M
Participants874
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MCKIM & CREED, INC. 401(K) PLAN

401k

Assets$51.8M
Participants1,043
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#513

MCKIM & CREED, INC. BENEFIT PLAN

Mixed - GUARDIAN

Premiums$832K
Covered lives925
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MCKIM & CREED, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$101.4M8742024
001MCKIM & CREED, INC. 401(K) PLAN401k$51.8M1,0432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
513MCKIM & CREED, INC. BENEFIT PLANMixedGUARDIAN$832K9252025
Retirement plans
Welfare plans
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