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  2. KE MCKAYS MARKETS OF COOS BAY, INC.
Sponsor portfolio

KE MCKAYS MARKETS OF COOS BAY, INC.

EIN 93-0496274-Latest filing 2025
Plans
3
Retirement
2
$18.1M assets
Welfare
1
$17K premiums
Participants
985
PO BOX 1080 - COOS BAY, OR 97420541-269-5921
Plans on this EIN
3 filings
#002401k-$9.5M - 345 part#001ESOP-$8.6M - 391 part#501Mixed-$17K - 249 lives

Retirement portfolio analytics

2 plans aggregated / $18.1M assets / 736 participants

Assets by plan

Share of aggregate retirement assets

53%top
  • MCKAY'S MARKET 401(K) (#002)53%
  • EMPLOYEE STOCK OWNERSHIP (#001)47%
Total $18.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)391
  • MCKAY'S MARKET 401(K) (#002)345
Total 736Click row to drill in

Benefits portfolio analytics

1 plan / $17K premiums / 249 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$17K
  • Long-term disability$17K
  • Other$17K
Total $17K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SYMETRA LIFE INSURANCE COMPANY100%
Total $17K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $1K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MCKAY'S MARKET 401(K) PLAN

401k

Assets$9.5M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MCKAY'S MARKET EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$8.6M
Participants391
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KE MCKAYS MARKETS OF COOS BAY, INC. BENEFIT PLAN

Mixed - SYMETRA LIFE INSURANCE COMPANY

Premiums$17K
Covered lives249
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MCKAY'S MARKET 401(K) PLAN401k$9.5M3452024
001MCKAY'S MARKET EMPLOYEE STOCK OWNERSHIP PLANESOP$8.6M3912024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KE MCKAYS MARKETS OF COOS BAY, INC. BENEFIT PLANMixedSYMETRA LIFE INSURANCE COMPANY$17K2492025
Retirement plans
Welfare plans
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