Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Vision$1.7M
- Other$264K
- Life$232K
- Short-term disability$232K
- Long-term disability$232K
- +2 more
Sponsor portfolio
KELLER GROUP
EIN 62-1813315Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$2.1M premiums
Participants
849
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.1M premiums / 329 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- SYMETRA LIFE INSURANCE COMPANY12%
- HUMANA INSURANCE COMPANY6%
- AFLAC0%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Broker market share
Schedule A broker compensation
72%top
- BENJAMIN KELLY72%
- HUB INTERNATIONAL MIDWEST LIMITED16%
- DEBORAH KENNEDY6%
- GROUP INSURANCE SERVICES INC5%
- SHARON DAVIS0%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KELLER GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$24.8M
Participants475
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KELLER GROUP, LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$2.1M
Covered lives329
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KELLER GROUP 401(K) PROFIT SHARING PLAN | 401k | $24.8M | 475 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KELLER GROUP, LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $2.1M | 329 | 2025 |
Retirement plans
Welfare plans