Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Vision$6.3M
- Health$6.3M
- Dental$153K
Sponsor portfolio
KENTUCKY SOCIETY OF CERTIFIED PUBLIC ACCOUNTANTS
EIN 61-0473653Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$2.2M assets
Welfare
1
$6.5M premiums
Participants
568
1735 ALLIANT AVENUE - LOUISVILLE, KY 40299502-266-5272
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.5M premiums / 898 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- ANTHEM LIFE INSURANCE COMPANY97%
- DELTA DENTAL OF CALIFORNIA3%
Broker market share
Schedule A broker compensation
100%top
- ASSUREDPARTNERS100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KENTUCKY SOCIETY OF CPA'S PROFIT SHARING PLAN
401k
Assets$2.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KENTUCKY SOCIETY OF CPAS HEALTH & WELFARE BENEFIT PLAN
Mewa - ANTHEM HEALTH PLANS OF KENTUCKY, INC.
Premiums$6.5M
Covered lives898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KENTUCKY SOCIETY OF CPA'S PROFIT SHARING PLAN | 401k | $2.2M | 13 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KENTUCKY SOCIETY OF CPAS HEALTH & WELFARE BENEFIT PLAN | Mewa | ANTHEM HEALTH PLANS OF KENTUCKY, INC. | $6.5M | 898 | 2025 |
Retirement plans
Welfare plans