Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$160K
- Short-term disability$160K
- Long-term disability$160K
- Other$160K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VEENSTRA & KIMM, INC. PROFIT SHARING PLAN | 401k | $65.6M | 269 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VEENSTRA & KIMM, INC. & SUBSIDIARIES BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $160K | 159 | 2025 |