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Sponsor portfolio

XTIVIA, INC.

EIN 13-4054927-information technology and services-Latest filing 2024
Plans
2
Retirement
1
$32.5M assets
Welfare
1
$322K premiums
Participants
440
2035 LINCOLN HIGHWAY SUITE 1010 - EDISON, NJ 08817719-309-1121xtivia.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
2 filings
#002401k-$32.5M - 254 part#501Mixed-$322K - 166 lives

Benefits portfolio analytics

1 plan / $322K premiums / 166 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$191K
  • Short-term disability$191K
  • Long-term disability$191K
  • Other$191K
  • Dental$165K
  • Vision$165K
Total $322K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA100%
Total $322K1 slice

Broker market share

Schedule A broker compensation

Split broker
87%top
  • JOHN L FAHERTY87%
  • JOHN LETO7%
  • KEYARX CAPITAL ADVISORS6%
Total $27K3 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

XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$32.5M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

XTIVIA, INC. WELFARE BENEFITS PLAN

Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA

Premiums$322K
Covered lives166
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002XTIVIA, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$32.5M2542024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501XTIVIA, INC. WELFARE BENEFITS PLANMixedSUN LIFE ASSURANCE COMPANY OF CANADA$322K1662024
Retirement plans
Welfare plans
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