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  2. K-VA-T FOOD STORES, INC.
Sponsor portfolioTH

K-VA-T FOOD STORES, INC.

EIN 55-0421484-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$338.7M assets
Welfare
1
$6.6M premiums
Participants
34,955
1 FOOD CITY CIRCLE - ABINGDON, VA 24210276-623-5100LinkedIn5001-10000 employeesfood & beverages
Plans on this EIN
3 filings
#003401k-$191.3M - 15,007 part#002ESOP-$147.4M - 11,400 part#506Fully Insured-$6.6M - 19,194 lives

Retirement portfolio analytics

2 plans aggregated / $338.7M assets / 26,407 participants

Assets by plan

Share of aggregate retirement assets

56%top
  • K-VA-T 401(K) (#003)56%
  • AND STOCK OWNERSHIP (#002)44%
Total $338.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • K-VA-T 401(K) (#003)15,007
  • AND STOCK OWNERSHIP (#002)11,400
Total 26,407Click row to drill in

Benefits portfolio analytics

1 plan / $6.6M premiums / 19,194 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$2.3M
  • Other$1.4M
  • Life$1.4M
  • Long-term disability$1.4M
Total $6.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
78%top
  • BLUE CROSS OF CALIFORNIA78%
  • SUN LIFE ASSURANCE COMPANY OF CANADA21%
  • CAREBRIDGE CORPORATION1%
Total $6.6M3 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • PATRICK HOFFMAN80%
  • RAYMOND DANIELS20%
Total $104K2 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

K-VA-T 401(K) PLAN

401k

Assets$191.3M
Participants15,007
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

K-VA-T EMPLOYEES PROFIT SHARING AND STOCK OWNERSHIP PLAN

ESOP

Assets$147.4M
Participants11,400
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

K-VA-T FOOD STORES, INC. HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUERE OF TENNESSEE

Premiums$6.6M
Covered lives19,194
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003K-VA-T 401(K) PLAN401k$191.3M15,0072024
002K-VA-T EMPLOYEES PROFIT SHARING AND STOCK OWNERSHIP PLANESOP$147.4M11,4002024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506K-VA-T FOOD STORES, INC. HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUERE OF TENNESSEE$6.6M19,1942025
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