Assets by plan
Share of aggregate retirement assets
70%top
Sponsor portfolio
KIRBY CORPORATION
EIN 74-1884980executive officeLatest filing 2024
Plans
4
Retirement
2
$1.22B assets
Welfare
2
$10.2M premiums
Participants
19,325
55 WAUGH DRIVE, SUITE 1000 - HOUSTON, TX 770079020713-435-1000LinkedIn1-10 employeesexecutive office
Retirement portfolio analytics
2 plans aggregated / $1.22B assets / 8,957 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
70%top
- MERRILL LYNCH PIERCE FENNER & SMITH70%
- (Not disclosed)30%
Participants by plan
Active + retired + deferred vested
- KIRBY PENSION (#002)2,356
Benefits portfolio analytics
2 plans / $10.2M premiums / 12,397 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$6.5M
- Life$3.3M
- Other$3.2M
- Vision$354K
Carrier market share
Premium dollars by Schedule A carrier
95%top
- METROPOLITAN LIFE INSURANCE COMPANY95%
- VISION SERVICE PLAN3%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
61%top
- BSC AGENCY LLC61%
- GALLAGHER BENEFIT SERVICES, INC.39%
- TBX EMPLOYEE BENEFITS LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
KIRBY 401K PLAN
401k
Assets$850.1M
Participants6,601
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KIRBY PENSION PLAN
TraditionalDB
Assets$372.7M
Participants2,356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KIRBY LONG TERM DISABILITY PLAN
Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$6.5M
Covered lives5,221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
KIRBY CAFETERIA PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$3.7M
Covered lives7,176
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | KIRBY 401K PLAN | 401k | $850.1M | 6,601 | 2024 | |
| 002 | KIRBY PENSION PLAN | TraditionalDB | $372.7M | 2,356 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KIRBY LONG TERM DISABILITY PLAN | Fully Insured | METROPOLITAN LIFE INSURANCE COMPANY | $6.5M | 5,221 | 2024 | |
| 505 | KIRBY CAFETERIA PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $3.7M | 7,176 | 2024 |
Retirement plans
Welfare plans