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Sponsor portfolio

KCEOC COMMUNITY ACTION PARTNERSHIP

EIN 61-0647835-non-profit organization management-Latest filing 2025
Plans
3
Retirement
2
$3.2M assets
Welfare
1
$510K premiums
Participants
941
PO BOX 490 - BARBOURVILLE, KY 40906606-546-3152kceoc.orgLinkedIn201-500 employeesnon-profit organization management
Plans on this EIN
3 filings
#001403b-$2.1M - 370 part#002ProfitSharing-$1.1M - 337 part#501Fully Insured-$510K - 441 lives

Retirement portfolio analytics

2 plans aggregated / $3.2M assets / 707 participants

Assets by plan

Share of aggregate retirement assets

64%top
  • PARTNERSHIP 403B PLAN (#001)64%
  • PROFIT SHARING PLAN (#002)36%
Total $3.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNERSHIP 403B PLAN (#001)370
  • PROFIT SHARING PLAN (#002)337
Total 707Click row to drill in

Benefits portfolio analytics

1 plan / $510K premiums / 441 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$224K
  • Stop-loss$224K
  • Vision$127K
  • Life$127K
  • Long-term disability$127K
  • Short-term disability$82K
  • +2 more
Total $510K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
44%top
  • PAN-AMERICAN LIFE INSURANCE COMPANY44%
  • PRINCIPAL LIFE INSURANCE COMPANY25%
  • DELTA DENTAL OF CALIFORNIA14%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA13%
  • BERKSHIRE HATHAWAY SPECIALTY INSURANCE COMPANY4%
  • +1 more
Total $510K6 slices

Broker market share

Schedule A broker compensation

Split broker
33%top
  • BETTER SOURCE BENEFIT COMPANY INC33%
  • BETTERSOURCE BENEFITS COMPANY31%
  • JUDY STEVENS22%
  • JOHN D CLAY8%
  • LIFETIME FINANCIAL GROWTH CO OF OHI3%
  • +3 more
Total $43K8 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

KCEOC COMMUNITY ACTION PARTNERSHIP 403B PLAN

403b

Assets$2.1M
Participants370
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

KCEOC COMMUNITY ACTION PARTNERSHIP PROFIT SHARING PLAN

ProfitSharing

Assets$1.1M
Participants337
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

KCEOC COMMUNITY ACTION PARTNERSHIP EMPLOYEE BENEFIT PLAN

Fully Insured - PAN AMERICAN LIFE INSURANCE COMPANY

Premiums$510K
Covered lives441
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001KCEOC COMMUNITY ACTION PARTNERSHIP 403B PLAN403b$2.1M3702025
002KCEOC COMMUNITY ACTION PARTNERSHIP PROFIT SHARING PLANProfitSharing$1.1M3372025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501KCEOC COMMUNITY ACTION PARTNERSHIP EMPLOYEE BENEFIT PLANFully InsuredPAN AMERICAN LIFE INSURANCE COMPANY$510K4412025
Retirement plans
Welfare plans
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