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  2. K & K VETERINARY SUPPLY, INC.
Sponsor portfolio

K & K VETERINARY SUPPLY, INC.

EIN 71-0659150-veterinary-Latest filing 2025
Plans
4
Retirement
2
$53.2M assets
Welfare
2
$1.9M premiums
Participants
554
675 LAURA LANE - TONTITOWN, AR 72770479-361-1516kkvet.comLinkedIn51-200 employeesveterinary
Plans on this EIN
4 filings
#001401k-$49.8M - 173 part#002CashBalance-$3.4M - 60 part#501Fully Insured-$1.9M - 324 lives#001Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $53.2M assets / 233 participants

Assets by plan

Share of aggregate retirement assets

94%top
  • PROFIT SHARING PLAN (#001)94%
  • CASH BALANCE PLAN (#002)6%
Total $53.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • LINCOLN NATIONAL CORPORATION94%
  • (Not disclosed)6%
Total $53.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)173
  • CASH BALANCE PLAN (#002)60
Total 233Click row to drill in

Benefits portfolio analytics

2 plans / $1.9M premiums / 324 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Life$163K
  • Short-term disability$163K
  • Long-term disability$163K
  • Other$163K
  • +2 more
Total $1.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • USABLE LIFE8%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
86%top
  • MCGRIFF INSURANCE SERVICES INC86%
  • WOODWARD, KAREN12%
  • VANDYKE, MARIA1%
  • DUNCAN, JERRY1%
Total $62K4 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

K & K VETERINARY SUPPLY, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$49.8M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

K & K VETERINARY SUPPLY, INC. CASH BALANCE PLAN

CashBalance

Assets$3.4M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

K & K VETERINARY SUPPLY, INC. HEALTH AND WELFARE PLAN

Fully Insured - ARKANSAS BLUE CROSS AND BLUE SHIELD

Premiums$1.9M
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001

K & K VETERINARY SUPPLY, INC. 401(K) PROFIT SHARING PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001K & K VETERINARY SUPPLY, INC. 401(K) PROFIT SHARING PLAN401k$49.8M1732024
002K & K VETERINARY SUPPLY, INC. CASH BALANCE PLANCashBalance$3.4M602024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501K & K VETERINARY SUPPLY, INC. HEALTH AND WELFARE PLANFully InsuredARKANSAS BLUE CROSS AND BLUE SHIELD$1.9M3242025
001K & K VETERINARY SUPPLY, INC. 401(K) PROFIT SHARING PLANSelf Funded-$002024
Retirement plans
Welfare plans
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