PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KIRBY CORPORATION
Sponsor portfolio

KIRBY CORPORATION

EIN 74-1884980-executive office-Latest filing 2025
Plans
4
Retirement
2
$1.22B assets
Welfare
2
$10.5M premiums
Participants
18,713
55 WAUGH DRIVE, SUITE 1000 - HOUSTON, TX 770079020713-435-1000LinkedIn1-10 employeesexecutive office
Plans on this EIN
4 filings
#004401k-$850.1M - 6,601 part#002TraditionalDB-$372.7M - 2,356 part#501Fully Insured-$6.8M - 4,883 lives#505Mixed-$3.7M - 6,840 lives

Retirement portfolio analytics

2 plans aggregated / $1.22B assets / 8,957 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • KIRBY 401K PLAN (#004)70%
  • KIRBY PENSION (#002)30%
Total $1.22BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
70%top
  • MERRILL LYNCH PIERCE FENNER & SMITH70%
  • (Not disclosed)30%
Total $1.22BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • KIRBY 401K PLAN (#004)6,601
  • KIRBY PENSION (#002)2,356
Total 8,957Click row to drill in

Benefits portfolio analytics

2 plans / $10.5M premiums / 11,723 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$6.8M
  • Life$3.3M
  • Other$3.2M
  • Vision$345K
Total $10.5M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • METROPOLITAN LIFE INSURANCE COMPANY95%
  • VISION SERVICE PLAN3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $10.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
62%top
  • BSC AGENCY LLC62%
  • GALLAGHER BENEFIT SERVICES, INC.38%
  • SELERIX INSURANCE SERVICES, LLC0%
Total $484K3 slices

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$6.8M
Covered lives4,883
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 lives6,840
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
004KIRBY 401K PLAN401k$850.1M6,6012024
002KIRBY PENSION PLANTraditionalDB$372.7M2,3562024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KIRBY LONG TERM DISABILITY PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$6.8M4,8832025
505KIRBY CAFETERIA PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$3.7M6,8402025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica