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Sponsor portfolio

KELLY TRACTOR CO.

EIN 59-0197630-machinery-Latest filing 2025
Plans
2
Retirement
1
$69.3M assets
Welfare
1
$7.9M premiums
Participants
1,247
P. O. BOX 520775 - MIAMI, FL 33152305-592-5360kellytractor.comLinkedIn501-1000 employeesmachinery
Plans on this EIN
2 filings
#001401k-$69.3M - 647 part#505Fully Insured-$7.9M - 915 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 915 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.1M
  • Dental$307K
  • Other$205K
  • Life$155K
  • Vision$141K
  • Long-term disability$120K
  • +1 more
Total $7.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY90%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY4%
  • HUMANA INSURANCE COMPANY4%
  • AFLAC2%
Total $7.9M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • SUPERIOR BENEFIT ADVISORS LLC83%
  • EMPLOYER BENEFITS CONSULTING LLC11%
  • CATHRYN C CARNESELLA3%
  • JIM COHEN0%
  • MICHAEL K PORTER0%
  • +3 more
Total $370K8 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

KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN

401k

Assets$69.3M
Participants647
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KELLY TRACTOR CO. CAFETERIA PLAN

Fully Insured - CIGNA HEALTH & LIFE INSURANCE COMPANY

Premiums$7.9M
Covered lives915
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KELLY TRACTOR CO. SAVINGS & PROFIT SHARING PLAN401k$69.3M6472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KELLY TRACTOR CO. CAFETERIA PLANFully InsuredCIGNA HEALTH & LIFE INSURANCE COMPANY$7.9M9152025
Retirement plans
Welfare plans
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