PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. KELLEY AUTOMOTIVE GROUP LLC

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 35-1707660

KELLEY AUTOMOTIVE GROUP LLC

555 GRAND NATIONAL DRIVE · FORT WAYNE, IN 46804
2604344600
Plans filed
1
Years active
2016–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$282K
No prior year
Persons covered
309
No prior year
Total participants
309
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$282K
KELLEY AUTOMOTIVE GROUP HEALTH & WELFARE PLAN
Mixed309 covered·2 carriers
Primary: HM LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Stop-loss$246K87.4%
Long-term disability$36K12.6%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HM LIFE INSURANCE COMPANY
EIN 061041332
SL
$246K87.4%11309
ASSURITY LIFE INSURANCE COMPANY
EIN 381843471
LTD
$36K12.6%11162

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
UNIFIED GROUP SERVICES, INC.PENDELTON, INHM LIFE INSURANCE COMPANY$26K$8K$34K85.3%1
UNITED GROUP SERVICES, INCPENDLETON, INASSURITY LIFE INSURANCE COMPANY$6K$0$6K14.7%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica