Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$336K
- Dental$291K
- Vision$291K
- Life$291K
- Short-term disability$291K
- Long-term disability$291K
- +1 more
Sponsor portfolio
KELLEY MANUFACTURING CO.
EIN 58-1503716machineryLatest filing 2025
Plans
2
Retirement
1
$28.5M assets
Welfare
1
$527K premiums
Participants
366
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $527K premiums / 142 covered livesCarrier market share
Premium dollars by Schedule A carrier
55%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA55%
- LIBERTY LIFE ASSURANCE COMPANY OF BOSTON36%
- UNUM LIFE INSURANCE COMPANY OF AMERICA9%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
44%top
- PARTNERS BENEFIT GROUP LLC44%
- PARAGON BENEFITS, INC.30%
- JAMES R NELLIGAN & ASSOCIATES LLC15%
- ALLIED BENEFIT SYSTEMS, LLC5%
- RUSSELL L WARYE2%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$28.5M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE PLAN
Mixed - GUARDIAN
Premiums$527K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLEY MANUFACTURING CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $28.5M | 224 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | KELLEY MANUFACTURING CO. EMPLOYEE HEALTH & WELFARE PLAN | Mixed | GUARDIAN | $527K | 142 | 2025 |
Retirement plans
Welfare plans