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Sponsor portfolioWelfare / HealthEIN 64-0502135

KELLEY COMPANIES, INC.

401 COUNTY FARM ROAD · WAYNESBORO, MS 39367
6017352541
Plans filed
1
Years active
2016–2025
Industry
NAICS 32
Latest filing
2025
Total premiums (latest)
$182K
No prior year
Persons covered
141
No prior year
Total participants
142
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$182K
KELLEY COMPANIES, INC. EMPLOYEE BENEFITS PLAN
Mixed141 covered·2 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$89K28.5%
Vision$89K28.4%
Short-term disability$43K13.7%
Life$41K13.0%
Other$41K13.0%
Long-term disability$11K3.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
DLSTDLTDOth
$94K51.4%16140
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
DV
$89K48.6%11141

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCUNITED OF OMAHA LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA$25K$11K$36K96.1%1
MARSH & MCLENNAN AGENCY LLCGREENSBORO, NCSUN LIFE ASSURANCE COMPANY OF CANADA$1K$0$1K3.9%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
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