PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. AVEVA INC.
Sponsor portfolioTH

AVEVA INC.

EIN 06-1136974-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$485.9M assets
Welfare
1
$3.2M premiums
Participants
3,359
920 MEMORIAL CITY WAY, SUITE 1200 - HOUSTON, TX 77024832-204-5588
Plans on this EIN
2 filings
#001401k-$485.9M - 2,347 part#501Mixed-$3.2M - 1,499 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 1,499 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$1.2M
  • Life$1.0M
  • Short-term disability$1.0M
  • Long-term disability$1.0M
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • KAISER FOUNDATION HEALTH PLAN INC58%
  • RELIASTAR LIFE INSURANCE COMPANY33%
  • AFLAC5%
  • VISION SERVICE PLAN4%
  • HEALTH ADVOCATE SOLUTIONS, INC.0%
Total $3.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • ALLIANT INSURANCE SERVICES, INC.99%
  • MERCER HEALTH AND BENEFITS, LLC1%
Total $158K2 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

AVEVA INC. 401(K) PLAN

401k

Assets$485.9M
Participants2,347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVEVA, INC. HEALTH AND WELFARE PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$3.2M
Covered lives1,499
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVEVA INC. 401(K) PLAN401k$485.9M2,3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVEVA, INC. HEALTH AND WELFARE PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$3.2M1,4992024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica