Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CVR SERVICES, LLC
EIN 20-0252115ManufacturingLatest filing 2024
Plans
3
Retirement
2
$341.4M assets
Welfare
1
$2.2M premiums
Participants
3,529
2277 PLAZA DRIVE, SUITE 500 - SUGAR LAND, TX 77479281-207-3200
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $341.4M assets / 1,896 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.2M premiums / 1,596 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Life$1.9M
- Long-term disability$1.9M
- Vision$274K
Carrier market share
Premium dollars by Schedule A carrier
85%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY85%
- VISION SERVICE PLAN12%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
CVR ENERGY 401(K) PLAN
401k
Assets$226.1M
Participants1,203
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES
401k
Assets$115.3M
Participants693
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CVR ENERGY, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives1,596
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CVR ENERGY 401(K) PLAN | 401k | $226.1M | 1,203 | 2024 | |
| 002 | CVR ENERGY 401(K) PLAN FOR REPRESENTED EMPLOYEES | 401k | $115.3M | 693 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CVR ENERGY, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $2.2M | 1,596 | 2024 |
Retirement plans
Welfare plans