Assets by plan
Share of aggregate retirement assets
Filings through .
Key West Boats, Inc.
EIN 57-0857357shipbuildingLatest filing 2025
Plans
3
Retirement
2
$15.5M assets
Health & Benefits
1
$2.6M premiums
Participants
923
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $15.5M assets / 485 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$6.5M
Participants by plan
Active + retired + deferred vested
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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN
401(k)
Assets$9.0M
Participants279
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.5M
Participants206
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
KEY WEST BOATS EMPLOYEE BENEFIT PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA
Premiums$2.6M
Covered lives438
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | KEY WEST BOATS, INC. RETIREMENT SAVINGS PLAN | 401(k) | $9.0M | 279 | 2025 |
| #002 | KEY WEST BOATS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.5M | 206 | 2025 |
- #001 · 401(k) · 2025279
- #002 · ESOP · 2025206
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | KEY WEST BOATS EMPLOYEE BENEFIT PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | $2.6M | 438 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · 2025438
Retirement plans
Health & Benefits plans