Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.7M
- Prescription drug$4.7M
- Other$126K
- Life$103K
- Long-term disability$84K
- Vision$64K
Sponsor portfolioTH
KELLER WILLIAMS REALTY, LLC
EIN 74-2756628real estateLatest filing 2025
Plans
2
Retirement
1
$83.0M assets
Welfare
1
$5.0M premiums
Participants
1,345
1221 S. MOPAC EXPRESSWAY, SUITE 400 - AUSTIN, TX 78746512-327-3070debrachiarello.comLinkedIn1001-5000 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5.0M premiums / 3,957 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- UNITEDHEALTHCARE INSURANCE COMPANY94%
- RELIANCE STANDARD LIFE INSURANCE COMPANY4%
- AMERITAS LIFE INSURANCE CORP.1%
- METROPOLITAN LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- ALLIANT INSURANCE SERVICES, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KWRI 401(K) PLAN
401k
Assets$83.0M
Participants899
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KELLER WILLIAMS REALTY, LLC WELFARE BENEFITS PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$5.0M
Covered lives3,957
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KWRI 401(K) PLAN | 401k | $83.0M | 899 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KELLER WILLIAMS REALTY, LLC WELFARE BENEFITS PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $5.0M | 3,957 | 2025 |
Retirement plans
Welfare plans