Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$319K
- Dental$48K
- Long-term disability$22K
- Short-term disability$14K
- Other$10K
- Life$9K
- +1 more
Sponsor portfolio
BUSINESS VALUATION ADVISORS, LLC DBA BVA GROUP LLC
EIN 06-1762342Finance and InsuranceLatest filing 2025
Plans
2
Retirement
1
$15.8M assets
Welfare
1
$417K premiums
Participants
127
7250 DALLAS PARKWAY, STE. 200 - PLANO, TX 75024972-377-0300
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $417K premiums / 74 covered livesCarrier market share
Premium dollars by Schedule A carrier
77%top
- SUN LIFE ASSURANCE COMPANY OF CANADA77%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
- LIFE INSURANCE COMPANY OF NORTH AMERICA11%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
48%top
- FROST INSURANCE AGENCY INC48%
- FRONT INSURANCE AGENCY INC20%
- BUSINESS VALUATION ADVISORS LLC EMP16%
- SUMMIT FINANCIAL GROUP INC.15%
- RANDY GOWDY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE BVA GROUP LLC 401(K) PROFIT SHARING PLAN
401k
Assets$15.8M
Participants78
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BUSINESS VALUATION ADVISORS LLC EMPLOYEE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY
Premiums$417K
Covered lives74
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BVA GROUP LLC 401(K) PROFIT SHARING PLAN | 401k | $15.8M | 78 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BUSINESS VALUATION ADVISORS LLC EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY | $417K | 74 | 2025 |
Retirement plans
Welfare plans