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Sponsor portfolio

KEY WEST BOATS, INC.

EIN 57-0857357-shipbuilding-Latest filing 2025
Plans
3
Retirement
2
$15.5M assets
Welfare
1
$2.6M premiums
Participants
923
P.O. BOX 399 - RIDGEVILLE, SC 29472843-873-0112keywestboats.comLinkedIn51-200 employeesshipbuilding
Plans on this EIN
3 filings
#001401k-$9.0M - 279 part#002ESOP-$6.5M - 206 part#501Fully Insured-$2.6M - 438 lives

Retirement portfolio analytics

2 plans aggregated / $15.5M assets / 485 participants

Assets by plan

Share of aggregate retirement assets

58%top
  • INC. RETIREMENT Savings (#001)58%
  • EMPLOYEE STOCK OWNERSHIP (#002)42%
Total $15.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
58%top
  • AMERICAN UNITED LIFE INSURANCE CO58%
  • (Not disclosed)42%
Total $15.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT Savings (#001)279
  • EMPLOYEE STOCK OWNERSHIP (#002)206
Total 485Click row to drill in

Benefits portfolio analytics

1 plan / $2.6M premiums / 438 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Prescription drug$2.3M
  • Dental$338K
  • Vision$338K
  • Life$338K
  • Short-term disability$338K
  • +2 more
Total $2.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • BLUE CROSS OF CALIFORNIA87%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Total $2.6M2 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • J. SAM PLEXICO & ASSOCIATES62%
  • SOUTHEASTERN INSURANCE CONSULTANTS26%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
Total $146K3 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

KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN

401k

Assets$9.0M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$6.5M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KEY WEST BOATS EMPLOYEE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$2.6M
Covered lives438
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN401k$9.0M2792025
002KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$6.5M2062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KEY WEST BOATS EMPLOYEE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$2.6M4382025
Retirement plans
Welfare plans
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