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Sponsor portfolio

HALVIK CORP

EIN 13-4367307-information technology and services-Latest filing 2024
Plans
3
Retirement
1
$21.0M assets
Welfare
2
$1.1M premiums
Participants
1,098
1600 SPRING HILL ROAD, SUITE 240 - VIENNA, VA 22182703-268-8727halvik.comLinkedIn201-500 employeesinformation technology and services
Plans on this EIN
3 filings
#001401k-$21.0M - 447 part#501Self Funded-$547K - 231 lives#502Fully Insured-$525K - 416 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 647 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$547K
  • Dental$525K
  • Vision$525K
  • Life$525K
  • Short-term disability$525K
  • Long-term disability$525K
  • +1 more
Total $1.1M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • HM LIFE INSURANCE COMPANY51%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA49%
  • EVEREST REINSURANCE COMPANY0%
Total $1.1M3 slices

Broker market share

Schedule A broker compensation

Split broker
87%top
  • BROWN & BROWN INSURANCE SERVICES87%
  • WATCHTOWER BENEFITS, LLC13%
Total $62K2 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

HALVIK CORP. 401(K) PLAN

401k

Assets$21.0M
Participants447
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HALVIK CORP. GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$547K
Covered lives231
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

HALVIK CORP. GROUP INSURANCE PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$525K
Covered lives416
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001HALVIK CORP. 401(K) PLAN401k$21.0M4472024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HALVIK CORP. GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$547K2312024
502HALVIK CORP. GROUP INSURANCE PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$525K4162024
Retirement plans
Welfare plans
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