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Sponsor portfolioTH

THE ELLIOTT COMPANY

EIN 61-0961116-Construction-Latest filing 2025
Plans
3
Retirement
2
$31.5M assets
Welfare
1
$1.5M premiums
Participants
697
PO BOX 3038 - PIKEVILLE, KY 41502606-437-7368
Plans on this EIN
3 filings
#002ESOP-$26.0M - 224 part#001401k-$5.5M - 246 part#501Fully Insured-$1.5M - 283 lives

Retirement portfolio analytics

2 plans aggregated / $31.5M assets / 470 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • EMPLOYEE STOCK OWNERSHIP (#002)83%
  • PROFIT SHARING PLAN (#001)17%
Total $31.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
83%top
  • (Not disclosed)83%
  • COMMUNITY TRUST AND INVESTMENT CO.17%
Total $31.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)246
  • EMPLOYEE STOCK OWNERSHIP (#002)224
Total 470Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 283 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Life$60K
  • Other$60K
  • Long-term disability$55K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • ANTHEM LIFE INSURANCE COMPANY100%
Total $1.5M1 slice

Broker market share

Schedule A broker compensation

Split broker
56%top
  • MCGRIFF INSURANCE SERVICES INC56%
  • MARSH & MCLENNAN AGENCY LLC44%
Total $65K2 slices

Plan deep-dives

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

THE ELLIOTT COMPANY EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$26.0M
Participants224
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE ELLIOTT COMPANIES 401(K) PROFIT SHARING PLAN

401k

Assets$5.5M
Participants246
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ELLIOTT COMPANIES GROUP BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$1.5M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE ELLIOTT COMPANY EMPLOYEE STOCK OWNERSHIP PLANESOP$26.0M2242025
001THE ELLIOTT COMPANIES 401(K) PROFIT SHARING PLAN401k$5.5M2462025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ELLIOTT COMPANIES GROUP BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$1.5M2832025
Retirement plans
Welfare plans
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