Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$89K
- Vision$89K
- Short-term disability$43K
- Life$41K
- Other$41K
- Long-term disability$11K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 333 | KELLEY COMPANIES RETIREMENT PLAN | 401k | $5.8M | 205 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KELLEY COMPANIES, INC. EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $182K | 141 | 2025 |