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  2. KEENELAND ASSOCIATION, INC.
Sponsor portfolioTH

KEENELAND ASSOCIATION, INC.

EIN 61-0597425-sports-Latest filing 2025
Plans
3
Retirement
2
$59.4M assets
Welfare
1
$900K premiums
Participants
1,178
4201 VERSAILLES ROAD - LEXINGTON, KY 40510859-254-3412keeneland.comLinkedIn201-500 employeessports
Plans on this EIN
3 filings
#001TraditionalDB-$40.5M - 421 part#002401k-$18.8M - 463 part#505Mixed-$900K - 520 lives

Retirement portfolio analytics

2 plans aggregated / $59.4M assets / 884 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • AND TRUST AGREEMENT (#001)68%
  • ASSOCIATION, INC. 401(K) (#002)32%
Total $59.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • (Not disclosed)68%
  • MILLIMAN, INC.32%
Total $59.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ASSOCIATION, INC. 401(K) (#002)463
  • AND TRUST AGREEMENT (#001)421
Total 884Click row to drill in

Benefits portfolio analytics

1 plan / $900K premiums / 520 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$721K
  • Life$258K
  • Long-term disability$258K
  • Dental$180K
Total $900K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA49%
  • HARTFORD LIFE AND ACCIDENT29%
  • DELTA DENTAL OF CALIFORNIA20%
  • AFLAC1%
  • ANTHEM LIFE INSURANCE COMPANY1%
Total $900K5 slices

Broker market share

Schedule A broker compensation

Split broker
54%top
  • MCGRIFF INSURANCE SERVICES INC54%
  • MARSH & MCLENNAN AGENCY LLC41%
  • PAMELA ROWSEY LARSON3%
  • REGINA GWEN CALDWELL2%
  • SUSAN M. HINKLE0%
  • +3 more
Total $32K8 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

AMENDED AND RESTATED KEENELAND EMPLOYEES' SECURITY PLAN AND TRUST AGREEMENT

TraditionalDB

Assets$40.5M
Participants421
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KEENELAND ASSOCIATION, INC. 401(K) PLAN

401k

Assets$18.8M
Participants463
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

KEENELAND ASSOCIATION, INC. BENEFIT PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$900K
Covered lives520
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001AMENDED AND RESTATED KEENELAND EMPLOYEES' SECURITY PLAN AND TRUST AGREEMENTTraditionalDB$40.5M4212025
002KEENELAND ASSOCIATION, INC. 401(K) PLAN401k$18.8M4632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505KEENELAND ASSOCIATION, INC. BENEFIT PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$900K5202025
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