Plan Ledger DOL Form 5500 · updated monthly

Neil Kelly Company Incbenefits

Neil Kelly Company, Inc. Health & Welfare Plan · PORTLAND, OR · plan year 2025

Previously filed as Neil Kelly Company, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$52,115

Neil Kelly Company Inc's benefits plans covered 157 active participants in 2025, providing health · dental · vision · other. Insurance brokers and agents were paid $52,115 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $332 per covered person, above the median for employer plans that report broker pay. Brokers were paid 3.1x the $16,784 reported for 2024.

Insurance contracts · 20259
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 11 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 161 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 13 covered
CANOPYpremiums n/a · 180 covered
REGENCE BLUE CROSS BLUE SHIELD OF OREGON · healthpremiums n/a · 112 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 161 covered
OREGON DENTAL SERVICE DBA DELTA DENTAL PLAN OF OREGON · dentalpremiums n/a · 114 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 149 covered
Brokers & agents paid · 20251
THE PARTNERS GROUP$52,115 · incl $644 fees
Also brokered by The Partners Group5
Otak Inc OR$154,303

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 930519115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.