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Sponsor portfolioTH

KELLY SPICERS INC.

EIN 95-2366121-paper & forest products-Latest filing 2024
Plans
2
Retirement
1
$133.3M assets
Welfare
1
$4.6M premiums
Participants
1,274
12310 EAST SLAUSON AVENUE - SANTA FE SPRINGS, CA 90670562-698-1199kellyspicers.comLinkedIn201-500 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$133.3M - 711 part#502Fully Insured-$4.6M - 1,035 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 1,035 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.6M
  • Dental$510K
  • Other$390K
  • Life$247K
  • Long-term disability$143K
  • Vision$66K
  • +1 more
Total $4.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
79%top
  • KAISER FOUNDATION HEALTH PLAN INC79%
  • AETNA LIFE INSURANCE COMPANY11%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY9%
  • VISION SERVICE PLAN1%
Total $4.6M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • CORPORATE SYNERGIES GROUP LLC100%
Total $29K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE KELLY SPICERS 401(K) PLAN

401k

Assets$133.3M
Participants711
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KELLY SPICERS INC. GROUP BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$4.6M
Covered lives1,035
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE KELLY SPICERS 401(K) PLAN401k$133.3M7112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KELLY SPICERS INC. GROUP BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$4.6M1,0352024
Retirement plans
Welfare plans
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