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Sponsor portfolioWelfare / HealthEIN 45-0574227
KELLER ASSOCIATES, INC.
100 EAST BOWER STREET, SUITE 110 · MERIDIAN, ID 83642
2082881992
- Plans filed
- 4
- Years active
- 2020–2025
- Industry
- NAICS 54
- Latest filing
- 2025
Total premiums (latest)
$3.7M
No prior year
Persons covered
806
No prior year
Total participants
221
No prior year
Plans filed
4
No prior year
Plans under this sponsor
4 plans
Plan #501$3.7M
KELLER ASSOCIATES HEALTH & WELFARE PLAN
Fully insured806 covered·4 carriers
Primary: BLUE CROSS OF IDAHO
Plan #502$9K
KELLER ASSOCIATES LIFE INSURANCE
Fully insured126 covered·1 carrier
Primary: USABLE LIFE
Plan #503$0
KELLER ASSOCIATES DISABLITY INSURANCE
Fully insured115 covered·1 carrier
Primary: UNITED HERITAGE
Plan #504$0
KELLER ASSOCIATES CAFETERIA PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Dental | $3.6M | 33.3% | |
| Vision | $3.6M | 33.3% | |
| Health | $3.4M | 31.7% | |
| Short-term disability | $67K | 0.6% | |
| Long-term disability | $67K | 0.6% | |
| Life | $27K | 0.2% | |
| Other | $27K | 0.2% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 820344294 | HDV | $3.4M | 93.0% | 1 | 1 | 502 |
EIN 135581829 | DV | $164K | 4.5% | 1 | 1 | 806 |
EIN 820123320 | STDLTD | $67K | 1.8% | 1 | 1 | 213 |
EIN 710505232 | LOth | $27K | 0.7% | 1 | 1 | 221 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CHRISTINE PETROCELLI | SANTA CRUZ, CA | UNITED HERITAGE LIFE INSURANCE COMPANY, BLUE CROSS OF IDAHO | $11K | $0 | $11K | 67.8% | 1 |
| CONNEXION INSURANCE SOLUTIONS | SEATTLE, WA | USABLE LIFE | $5K | $0 | $5K | 32.1% | 1 |
| ACRISURE LLC | COSTA MESA, CA | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $10 | $10 | 0.1% | 1 |
History & trajectory
6 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