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Sponsor portfolio

JH KELLY HOLDINGS LLC

EIN 91-1704136-construction-Latest filing 2024
Plans
3
Retirement
2
$122.5M assets
Welfare
1
$5.0M premiums
Participants
1,031
821 3RD AVE - LONGVIEW, WA 98632360-423-5510LinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#003401k-$85.6M - 401 part#002401k-$36.9M - 329 part#501Fully Insured-$5.0M - 422 lives

Retirement portfolio analytics

2 plans aggregated / $122.5M assets / 730 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • PROFIT SHARING PLAN (#003)70%
  • LLC UNION 401(K) (#002)30%
Total $122.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#003)401
  • LLC UNION 401(K) (#002)329
Total 730Click row to drill in

Benefits portfolio analytics

1 plan / $5.0M premiums / 422 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.3M
  • Prescription drug$4.3M
  • Dental$343K
  • Life$162K
  • Long-term disability$97K
  • Other$44K
  • +2 more
Total $5.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • UNITEDHEALTHCARE INSURANCE COMPANY49%
  • KAISER FOUNDATION HEALTH PLAN INC37%
  • DELTA DENTAL OF CALIFORNIA7%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA6%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
  • +1 more
Total $5.0M6 slices

Broker market share

Schedule A broker compensation

Split broker
67%top
  • ALLIANT INSURANCE SERVICES, INC.67%
  • VARIOUS - SEE ATTACHED32%
  • WOODRUFF-SAWYER & CO1%
Total $17K3 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

JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN

401k

Assets$85.6M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

JH KELLY HOLDINGS LLC UNION 401(K) PLAN

401k

Assets$36.9M
Participants329
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JH KELLY LLC HEALTH AND WELFARE

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.0M
Covered lives422
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003JH KELLY HOLDINGS LLC NON-UNION 401(K) AND PROFIT SHARING PLAN401k$85.6M4012024
002JH KELLY HOLDINGS LLC UNION 401(K) PLAN401k$36.9M3292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JH KELLY LLC HEALTH AND WELFAREFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.0M4222024
Retirement plans
Welfare plans
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