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Sponsor portfolioTH

THE ORVIS COMPANY, INC.

EIN 03-0215459-retail-Latest filing 2025
Plans
2
Retirement
1
$104.7M assets
Welfare
1
$417K premiums
Participants
2,910
178 CONSERVATION WAY - SUNDERLAND, VT 05250888-235-9763orvis.comLinkedIn1001-5000 employeesretail
Plans on this EIN
2 filings
#002401k-$104.7M - 2,355 part#501Mixed-$417K - 803 lives

Benefits portfolio analytics

1 plan / $417K premiums / 803 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$350K
  • Long-term disability$350K
  • Vision$61K
  • Other$5K
  • Stop-loss$967
Total $417K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • STANDARD INSURANCE COMPANY84%
  • EYEMED VISION CARE15%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Total $417K4 slices

Broker market share

Schedule A broker compensation

Split broker
93%top
  • LOCKTON COMPANIES, LLC93%
  • STEPHENS INSURANCE LLC7%
Total $86K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE ORVIS COMPANY 401(K) PLAN

401k

Assets$104.7M
Participants2,355
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE ORVIS COMPANY GROUP HEALTH PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$417K
Covered lives803
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE ORVIS COMPANY 401(K) PLAN401k$104.7M2,3552024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE ORVIS COMPANY GROUP HEALTH PLANMixedSTANDARD INSURANCE COMPANY$417K8032025
Retirement plans
Welfare plans
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