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  2. KEVIN, INC.
Sponsor portfolioTH

KEVIN, INC.

EIN 01-0421263-Latest filing 2025
Plans
2
Retirement
1
$23.7M assets
Welfare
1
$2.1M premiums
Participants
392
301 US ROUTE 1 - KITTERY, ME 03904207-439-2700
Plans on this EIN
2 filings
#002401k-$23.7M - 242 part#503Fully Insured-$2.1M - 178 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 178 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.9M
  • Dental$114K
  • Short-term disability$40K
  • Life$37K
  • Other$37K
  • Long-term disability$17K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • AETNA LIFE INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA5%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $2.1M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $57K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

KEVIN, INC. PROFIT SHARING PLAN

401k

Assets$23.7M
Participants242
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

KEVIN INC. EMPLOYEE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE CO

Premiums$2.1M
Covered lives178
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002KEVIN, INC. PROFIT SHARING PLAN401k$23.7M2422024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503KEVIN INC. EMPLOYEE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE CO$2.1M1782025
Retirement plans
Welfare plans
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