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Sponsor portfolio

THE KELLEHER CORPORATION

EIN 94-2185173-building materials-Latest filing 2024
Plans
2
Retirement
1
$25.8M assets
Welfare
1
$2.6M premiums
Participants
631
P.O. BOX 3433 - SAN RAFAEL, CA 94912415-454-8861LinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filings
#002401k-$25.8M - 362 part#502Fully Insured-$2.6M - 268 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 268 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.4M
  • Prescription drug$2.4M
  • Dental$178K
  • Life$175K
  • Short-term disability$175K
  • Long-term disability$175K
  • +1 more
Total $2.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • BLUE CROSS OF CALIFORNIA72%
  • KAISER FOUNDATION HEALTH PLAN INC20%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA7%
  • VISION SERVICE PLAN1%
  • CALIFORNIA PHYSICIANS SERVICE0%
Total $2.6M5 slices

Broker market share

Schedule A broker compensation

Split broker
81%top
  • EDGEWOOD PARTNERS INSURANCE CENTER81%
  • BEERE & PURVES INC15%
  • PROFESSIONAL GROUP PLANS INC4%
Total $227K3 slices

Plan deep-dives

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

THE KELLEHER CORPORATION RETIREMENT SAVINGS PLAN

401k

Assets$25.8M
Participants362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

THE KELLEHER CORPORATION HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$2.6M
Covered lives268
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE KELLEHER CORPORATION RETIREMENT SAVINGS PLAN401k$25.8M3622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502THE KELLEHER CORPORATION HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$2.6M2682024
Retirement plans
Welfare plans
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