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Form 5500 · Employee benefit plan · WARWICK, RI

KELLY AND PICERNE, INC.

KELLY AND PICERNE, INC. of WARWICK, RI insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is CBIZ BENEFITS & INSURANCE SERVICES. Coverage is written through BLUE CROSS BLUE SHIELD OF RHODE ISLAND and 4 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 05-0243936 · plan 505 · as of Aug 2026

Participants
594
Carriers on file
5
Disclosed commissions
$45,087
Renewal month
June

Plan brief

Schedule A lists 5 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF RHODE ISLAND, covers 476 people.

Reported premium across the insured contracts is $3,360,091, with $45,087 in disclosed broker commissions — about 1.3% of premium.

The health contract's policy period ended in June, while at least one ancillary line renews in December — the plan is on a split renewal cycle.

CBIZ BENEFITS & INSURANCE SERVICES is the broker of record on 1 of the 5 contracts; the rest name a different broker or none.

5 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF RHODE ISLAND, DELTA DENTAL OF RHODE ISLAND, UNITEDHEALTHCARE INSURANCE COMPANY and TRIPLE S SALUD, INC. among them — with BLUE CROSS BLUE SHIELD OF RHODE ISLAND writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITEDHEALTHCARE INSURANCE COMPANYLife, Disability592December$241,131$22,059
TRIPLE S SALUD, INC.Health60June$179,946$8,907
DELTA DENTAL OF RHODE ISLANDDental, Vision684December$272,369$8,045
RELIANCE STANDARD LIFE INSURANCE COMPANYHealth50December$122,776$6,076
BLUE CROSS BLUE SHIELD OF RHODE ISLANDHealth476June$2,543,869$0

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