PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. CLAY INGELS COMPANY, LLC
Sponsor portfolio

CLAY INGELS COMPANY, LLC

EIN 61-0506067-Latest filing 2025
Plans
2
Retirement
1
$14.4M assets
Welfare
1
$2.7M premiums
Participants
663
914 DELAWARE AVENUE - LEXINGTON, KY 40594859-252-0836LinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$14.4M - 367 part#502Fully Insured-$2.7M - 418 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 418 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Vision$2.3M
  • Other$295K
  • Life$293K
  • Short-term disability$293K
  • Long-term disability$293K
  • +1 more
Total $2.7M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • ANTHEM LIFE INSURANCE COMPANY85%
  • RELIASTAR LIFE INSURANCE COMPANY11%
  • DELTA DENTAL OF CALIFORNIA4%
Total $2.7M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $101K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CLAY INGELS CO., LLC RETIREMENT SAVINGS PLAN

401k

Assets$14.4M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

CLAY INGELS COMPANY, LLC HEALTH & WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$2.7M
Covered lives418
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CLAY INGELS CO., LLC RETIREMENT SAVINGS PLAN401k$14.4M3672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502CLAY INGELS COMPANY, LLC HEALTH & WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$2.7M4182025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica