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Sponsor portfolio

PENN VETERINARY SUPPLY, INC.

EIN 23-2183126-veterinary-Latest filing 2025
Plans
3
Retirement
1
$10.2M assets
Welfare
2
$258K premiums
Participants
413
53 INDUSTRIAL CIRCLE - LANCASTER, PA 17601717-656-4121pennvet.comLinkedIn51-200 employeesveterinary
Plans on this EIN
3 filings
#001401k-$10.2M - 220 part#502Fully Insured-$258K - 286 lives#501Self Funded-0 lives

Benefits portfolio analytics

2 plans / $258K premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$125K
  • Vision$125K
  • Other$101K
  • Long-term disability$36K
  • Short-term disability$32K
  • Life$6K
Total $258K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • CAPITAL ADVANTAGE ASSURANCE COMPANY48%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY37%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY14%
Total $258K3 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • STRATEBEN INC82%
  • CONSOLIDATED BENEFITS INCORPORATED18%
Total $37K2 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

PENN VETERINARY 401K PLAN

401k

Assets$10.2M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PENN VETERINARY SUPPLY, INC. GROUP INSURANCE PLAN

Fully Insured - CAPITAL ADVANTAGE ASSURANCE COMPANY

Premiums$258K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PENN VETERINARY SUPPLY, INC. GROUP HEALTH PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PENN VETERINARY 401K PLAN401k$10.2M2202024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PENN VETERINARY SUPPLY, INC. GROUP INSURANCE PLANFully InsuredCAPITAL ADVANTAGE ASSURANCE COMPANY$258K2862025
501PENN VETERINARY SUPPLY, INC. GROUP HEALTH PLANSelf Funded-$002025
Retirement plans
Welfare plans
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