Back to filter
Original filing (PDF)20250612134506NAL0047883922001
KENNEBEC VALLEY COMMUNITY ACTION PROGRAM
Form 5500
FILING_RECEIVED
KENNEBEC VALLEY COMMUNITY ACTION PROGRAM HEALTH BENEFITS PLAN
Health & welfare plan
Signals · 2
No auditor on fileNo recordkeeper disclosed
Active participants
204
Accounts w/ balance
—
Plan assets (EOY)
—
Net assets (EOY)
—
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KENNEBEC VALLEY COMMUNITY ACTION PROGRAM.
Plan sponsor
Name
KENNEBEC VALLEY COMMUNITY ACTION PROGRAM
EIN
01-0277678
Address
101 WATER STREET · WATERVILLE, ME · 04901
Phone
(207) 859-1572
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
502
Plan year
2024
Plan year begin
2024-04-01
Tax period
2025-03-31
Filed
2025-06-12
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HEALTH PLANS, INC | 04-2734278 | WESTBOROUGH, MA | THIRD PARTY ADMINISTRATOR | $128K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using HEALTH PLANS, INC
HEALTH & WELFARE TRUST FD IUOE LOCAL 877 & 70
HEALTH & WELFARE TRUST FUND OF THE IUOE LOCALS NO. 877 AND 70
$28.0M · 670 participants
BOARD OF REGENTS OF HIGHER EDUCATION/ MA TEACHERS ASSOC. HEALTH AND WE
BOARD OF REGENTS OF HIGHER EDUCATION/ MA TEACHERS ASSOC. HEALTH AND WELFARE FUND
$10.4M · 20,407 participants
MAINE SERVICE EMPLOYEES ASSOCIATION SEIU LOCAL 1989
MAINE SERVICE EMPLOYEES ASSOCIATION INCOME PROTECTION PLAN & TRUST
$8.2M · 4,282 participants
MAINE STATE TROOPERS ASSOCIATION ATTN. PRESIDENT
MAINE STATE TROOPERS ASSOCIATION EMPLOYEE BENEFITS PLAN
$714K · 330 participants
JEOL USA, INC.
JEOL USA, INC. VOLUNTARY EMPLOYEES BENEFIT PLAN TRUST
$473K · 250 participants
MOWI DUCKTRAP, LLC
MOWI DUCKTRAP, LLC EMPLOYEE GROUP MEDICAL PLAN
$104K · 122 participants
Similar-size Health Care & Social Assistance plans
THREE BEAUTIFUL LIVES INC
THREE BEAUTIFUL LIVES INC MEDOVA LIFESTYLE HEALTH PLAN
$0
JOB'S HOUSE OF PROSPERITY LLC
JOB'S HOUSE OF PROSPERITY 401(K) PLAN
$0
CORPORATION OF GUARDIANSHIP
CORPORATION OF GUARDIANSHIP 403(B) PLAN
$0
SERVANT MANOR INC
SERVANT MANOR INC 401(K) PROFIT SHARING PLAN & TRUST
$0
MOSAIC AUTISM SERVICES, LLC
MOSAIC AUTISM SERVICES 401(K) PLAN
$0 · 13 participants
CHANGES RECOVERY COUNSELING LLC
CHANGES RECOVERY COUNSELING LLC 401(K)
$0
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants