Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$104K
- Other$104K
- Short-term disability$100K
- Long-term disability$100K
- Dental$61K
- Vision$12K
Sponsor portfolio
LUVATA WATERBURY, INC
EIN 16-1611733mining & metalsLatest filing 2025
Plans
2
Retirement
1
$11.8M assets
Welfare
1
$177K premiums
Participants
240
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $177K premiums / 142 covered livesCarrier market share
Premium dollars by Schedule A carrier
59%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA59%
- DELTA DENTAL OF CALIFORNIA35%
- VISION SERVICE PLAN7%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- ENROLLEASE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LUVATA WATERBURY 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$11.8M
Participants135
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
LUVATA WATERBURY, INC. WELFARE BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$177K
Covered lives142
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LUVATA WATERBURY 401(K) RETIREMENT SAVINGS PLAN | 401k | $11.8M | 135 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | LUVATA WATERBURY, INC. WELFARE BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $177K | 142 | 2025 |
Retirement plans
Welfare plans