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Sponsor portfolioTH

THE KENNEDY COLLECTIVE

EIN 06-0709295-non-profit organization management-Latest filing 2025
Plans
3
Retirement
1
$13.7M assets
Welfare
2
$2.3M premiums
Participants
869
2440 RESERVOIR AVENUE - TRUMBULL, CT 06611203-365-8522thekennedycollective.orgLinkedIn501-1000 employeesnon-profit organization management
Plans on this EIN
3 filings
#003401k-$13.7M - 602 part#501Fully Insured-$2.3M - 267 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $2.3M premiums / 267 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.2M
  • Dental$2.2M
  • Vision$2.2M
  • Prescription drug$2.2M
  • Life$55K
  • Long-term disability$55K
  • +1 more
Total $2.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY98%
  • ANTHEM LIFE INSURANCE COMPANY2%
Total $2.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • NFP INSURANCE SERVICES INC65%
  • PROFESSIONAL PENSIONS INC35%
Total $135K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

THE KENNEDY COLLECTIVE, INC. 401(K) PLAN

401k

Assets$13.7M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE KENNEDY COLLECTIVE HEALTH BENEFITS PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$2.3M
Covered lives267
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

THE KENNEDY COLLECTIVE, INC. HEALTH AND WELFARE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003THE KENNEDY COLLECTIVE, INC. 401(K) PLAN401k$13.7M6022024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE KENNEDY COLLECTIVE HEALTH BENEFITS PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$2.3M2672025
503THE KENNEDY COLLECTIVE, INC. HEALTH AND WELFARE PLANSelf Funded-$002025
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