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Sponsor portfolio

FLEXIVAN

EIN 13-1985646-Latest filing 2025
Plans
2
Retirement
1
$44.1M assets
Welfare
1
$4.5M premiums
Participants
437
8377 EAST HARTFORD DRIVE, SUITE 205 - SCOTTSDALE, AZ 85255908-276-8000
Plans on this EIN
2 filings
#001TraditionalDB-$44.1M - 212 part#501Fully Insured-$4.5M - 494 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 494 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.0M
  • Prescription drug$4.0M
  • Dental$3.8M
  • Vision$3.8M
  • Life$510K
  • Short-term disability$510K
  • +2 more
Total $4.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • UNITEDHEALTHCARE INSURANCE COMPANY84%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
  • KAISER FOUNDATION HEALTH PLAN INC5%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • LOVITT AND TOUCHE, INC.65%
  • MARSH & MCLENNAN AGENCY LLC35%
Total $307K2 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

FLEXI-VAN PENSION PLAN

TraditionalDB

Assets$44.1M
Participants212
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FLEXIVAN HEALTH & WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.5M
Covered lives494
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FLEXI-VAN PENSION PLANTraditionalDB$44.1M2122024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FLEXIVAN HEALTH & WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.5M4942025
Retirement plans
Welfare plans
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