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Sponsor portfolio

KELLEY BROTHERS CONTRACTORS, INC.

EIN 64-0502135-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$182K premiums
Participants
347
401 COUNTY FARM RD - WAYNESBORO, MS 393678772601-735-2541
Plans on this EIN
2 filings
#333401k-$5.8M - 205 part#501Mixed-$182K - 141 lives

Benefits portfolio analytics

1 plan / $182K premiums / 141 covered lives

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
Total $182K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY51%
  • SUN LIFE ASSURANCE COMPANY OF CANADA49%
Total $182K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MCGRIFF INSURANCE SERVICES INC96%
  • MARSH & MCLENNAN AGENCY LLC4%
Total $38K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

KELLEY COMPANIES RETIREMENT PLAN

401k

Assets$5.8M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELLEY COMPANIES, INC. EMPLOYEE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$182K
Covered lives141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333KELLEY COMPANIES RETIREMENT PLAN401k$5.8M2052025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLEY COMPANIES, INC. EMPLOYEE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$182K1412025
Retirement plans
Welfare plans
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