Open any plan below to see its carriers, broker commissions and premiums.
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Sponsor portfolioWelfare / HealthEIN 39-0957377
J. J. KELLER & ASSOCIATES, INC
d/b/a J. J. KELLER & ASSOCIATES, INC.
3003 BREEZEWOOD LN · NEENAH, WI 549569611
9209677115
- Plans filed
- 11
- Years active
- 2015–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
6,919
No prior year
Total participants
4,172
No prior year
Plans filed
11
No prior year
Plans under this sponsor
11 plans
Plan #501$1.3M
HEALTH & WELFARE BENEFIT TRUST
Mixed2,507 covered·1 carrier
Primary: UNITED HEALTH
Plan #514$1.2M
J. J. KELLER & ASSOCIATES, INC. WRAP PLAN
Mixed4,412 covered·4 carriers
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #508$415K
GROUP LIFE INSURANCE PLAN
Fully insured4,651 covered·1 carrier
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #503$349K
EXEMPT EMPLOYEE LONG TERM DISABILITY PLAN
Fully insured1,660 covered·3 carriers
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #509$218K
NON-EXEMPT EMPLOYEE LONG TERM DISABILITY PLAN
Fully insured1,660 covered·1 carrier
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #506$137K
SUPPLEMENTAL LIFE INSURANCE PLAN
Fully insured4,651 covered·1 carrier
Primary: RELIASTAR LIFE INSURANCE COMPANY
Plan #512$86K
SUPERIOR VISION PLAN
Mixed1,467 covered·1 carrier
Primary: SUPERIOR VISION INSURANCE PLAN OF WISCONSIN INC.
Plan #513$35K
J.J. KELLER & ASSOCIATES EMPLOYEE ASSISTANCE PROGRAM
Fully insured1,776 covered·1 carrier
Primary: UNITED BEHAVIORAL HEALTH DBA OPTUM
Plan #502$0
GROUP SHORT TERM DISABILITY PLAN
Self-funded0 covered·0 carriers
Plan #505$0
J. J. KELLER & ASSOCIATES, INC. FLEXIBLE COMPENSATION PLAN
Self-funded0 covered·0 carriers
Plan #511$0
HEALTH CENTER
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Long-term disability | $1.2M | 35.6% | |
| Other | $1.1M | 32.7% | |
| Life | $1.0M | 31.6% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
| $1.3M | 52.5% | 1 | 1 | 2,507 | ||
EIN 410451140 | LLTDOth | $1.0M | 40.9% | 1 | 1 | 4,412 |
EIN 751277524 | LTD | $112K | 4.4% | 1 | 1 | 33 |
EIN 942649097 | Oth | $36K | 1.4% | 1 | 1 | 1,702 |
EIN 135123390 | LTD | $19K | 0.7% | 1 | 1 | 35 |
Broker overview
5 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| COTTINGHAM & BUTLER | DUBUQUE, IA | RELIASTAR LIFE INSURANCE COMPANY | $91K | $0 | $91K | 84.5% | 1 |
| MICHAEL L SCOTT | OSHKOSH, WI | GUARDIAN, BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $7K | $0 | $7K | 6.8% | 1 |
| THIRD COAST ADVISORS INC | PEWAUKEE, WI | GUARDIAN, BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $27 | $5K | $5K | 5.1% | 1 |
| SCOT J MADSON | GREEN BAY, WI | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $3K | $0 | $3K | 3.2% | 1 |
| PEACHTREE PLANNING OF GEORGIA | NEW YORK, NY | BERKSHIRE LIFE INSURANCE COMPANY OF AMERICA | $424 | $0 | $424 | 0.4% | 1 |
History & trajectory
11 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