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Sponsor portfolio

KELLEY KRONENBERG, P.A.

EIN 65-0378773-law practice-Latest filing 2025
Plans
2
Retirement
1
$20.1M assets
Welfare
1
$5.2M premiums
Participants
885
10360 WEST STATE ROAD 84 - DAVIE, FL 33324954-370-9970kelleykronenberg.comLinkedIn501-1000 employeeslaw practice
Plans on this EIN
2 filings
#003401k-$20.1M - 471 part#501Fully Insured-$5.2M - 539 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 539 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Prescription drug$4.6M
  • Other$380K
  • Life$317K
  • Short-term disability$317K
  • Long-term disability$317K
  • +2 more
Total $5.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY6%
  • SOLSTICE BENEFITS, INC4%
  • TRANSAMERICA LIFE INSURANCE COMPANY1%
Total $5.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
98%top
  • MARSH & MCLENNAN AGENCY LLC98%
  • BROWN & BROWN INSURANCE SERVICES1%
  • DSM FINANCIAL LLC1%
  • EXCELSIOR BENEFITS LLC0%
  • GIS BENEFITS INC0%
Total $294K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

KELLEY KRONENBERG 401(K) PROFIT SHARING PLAN

401k

Assets$20.1M
Participants471
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KELLEY KRONENBERG, P.A. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$5.2M
Covered lives539
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003KELLEY KRONENBERG 401(K) PROFIT SHARING PLAN401k$20.1M4712024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KELLEY KRONENBERG, P.A. WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$5.2M5392025
Retirement plans
Welfare plans
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