Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$326K
- Vision$326K
- Life$326K
- Short-term disability$326K
- Long-term disability$326K
- Other$326K
- +1 more
Sponsor portfolio
CVR ASSOCIATES, INC.
EIN 04-3273457management consultingLatest filing 2025
Plans
2
Retirement
1
$8.6M assets
Welfare
1
$381K premiums
Participants
779
2309 S. MACDILL AVENUE, SUITE 200 - TAMPA, FL 33629914-995-5855cvrassociates.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $381K premiums / 579 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA86%
- UNITEDHEALTHCARE INSURANCE COMPANY14%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CVR ASSOCIATES 401(K) PLAN
401k
Assets$8.6M
Participants426
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CVR ASSOCIATES, INC. WELFARE PLANS
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$381K
Covered lives579
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CVR ASSOCIATES 401(K) PLAN | 401k | $8.6M | 426 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CVR ASSOCIATES, INC. WELFARE PLANS | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $381K | 579 | 2025 |
Retirement plans
Welfare plans