PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. KENNEBEC VALLEY COMMUNITY ACTION PROGRAM
Sponsor portfolio

KENNEBEC VALLEY COMMUNITY ACTION PROGRAM

EIN 01-0277678-civic & social organization-Latest filing 2025
Plans
3
Retirement
1
$10.4M assets
Welfare
2
$1.2M premiums
Participants
955
101 WATER STREET - WATERVILLE, ME 04901207-859-1576kvcap.orgLinkedIn201-500 employeescivic & social organization
Plans on this EIN
3 filings
#001403b-$10.4M - 464 part#502Fully Insured-$809K - 204 lives#501Fully Insured-$370K - 287 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 491 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$924K
  • Long-term disability$94K
  • Short-term disability$83K
  • Life$65K
  • Dental$16K
  • Vision$14K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
77%top
  • HCC LIFE INSURANCE COMPANY77%
  • STANDARD INSURANCE COMPANY22%
  • RED TREE INSURANCE COMPANY, INC.1%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • WORLD INSURANCE ASSOCIATES LLC58%
  • HEALEY & ASSOCIATES INC42%
  • COMBINED SERVICES LLC0%
  • HEALY & ASSOCIATES, INC.-0%
Total $181K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

KENNEBEC VALLEY COMMUNITY ACTION PROGRAM TAX DEFERRED ANNUITY PLAN

403b

Assets$10.4M
Participants464
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

KENNEBEC VALLEY COMMUNITY ACTION PROGRAM HEALTH BENEFITS PLAN

Fully Insured - HCC LIFE INSURANCE COMPANY

Premiums$809K
Covered lives204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

KENNEBEC VALLEY COMMUNITY ACTION PROGRAM FLEXIBLE BENEFITS PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$370K
Covered lives287
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KENNEBEC VALLEY COMMUNITY ACTION PROGRAM TAX DEFERRED ANNUITY PLAN403b$10.4M4642025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502KENNEBEC VALLEY COMMUNITY ACTION PROGRAM HEALTH BENEFITS PLANFully InsuredHCC LIFE INSURANCE COMPANY$809K2042025
501KENNEBEC VALLEY COMMUNITY ACTION PROGRAM FLEXIBLE BENEFITS PLANFully InsuredSTANDARD INSURANCE COMPANY$370K2872025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica