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Sponsor portfolio

KELLEY CONSTRUCTION, INC

EIN 61-0928594-construction-Latest filing 2025
Plans
2
Retirement
1
$16.0M assets
Welfare
1
$646K premiums
Participants
316
12550 LAKE STATION PLACE - LOUISVILLE, KY 40299502-239-2848kelleyconstruction.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$16.0M - 172 part#502Mixed-$646K - 224 lives

Benefits portfolio analytics

1 plan / $646K premiums / 224 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$278K
  • Other$189K
  • Life$187K
  • Short-term disability$187K
  • Long-term disability$187K
  • Health$179K
Total $646K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
57%top
  • UNITEDHEALTHCARE INSURANCE COMPANY57%
  • SKYWARD43%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA0%
Total $646K3 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • FOUNDATION RISK PARTNERS CORP98%
  • CENTRO BENEFITS RESEARCH LLC2%
Total $48K2 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

KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN

401k

Assets$16.0M
Participants172
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KELLEY CONSTRUCTION HEALTH AND WELFARE BENEFIT PLAN

Mixed - SKYWARD INSURANCE

Premiums$646K
Covered lives224
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KELLEY CONSTRUCTION, INC 401(K) PROFIT SHARING PLAN401k$16.0M1722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KELLEY CONSTRUCTION HEALTH AND WELFARE BENEFIT PLANMixedSKYWARD INSURANCE$646K2242025
Retirement plans
Welfare plans
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