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Sponsor portfolio

NEIL KELLY COMPANY INC

EIN 93-0519115-construction-Latest filing 2025
Plans
2
Retirement
1
$6.1M assets
Welfare
1
$1.3M premiums
Participants
369
804 N ALBERTA STREET - PORTLAND, OR 97217503-288-7461neilkelly.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#002401k-$6.1M - 198 part#501Mixed-$1.3M - 180 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Short-term disability$148K
  • Dental$87K
  • Long-term disability$54K
  • Other$21K
  • Life$9K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • BLUE CROSS OF CALIFORNIA77%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY16%
  • DELTA DENTAL OF CALIFORNIA7%
  • CANOPY0%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE PARTNERS GROUP100%
Total $52K1 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

NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$6.1M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NEIL KELLY COMPANY, INC. HEALTH & WELFARE PLAN

Mixed - REGENCE BLUE CROSS BLUE SHIELD OF OREGON

Premiums$1.3M
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NEIL KELLY COMPANY, INC. 401(K) PROFIT SHARING PLAN401k$6.1M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NEIL KELLY COMPANY, INC. HEALTH & WELFARE PLANMixedREGENCE BLUE CROSS BLUE SHIELD OF OREGON$1.3M1802025
Retirement plans
Welfare plans
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