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Sponsor portfolio

CVB, INC

EIN 20-1008736-Retail Trade-Latest filing 2024
Plans
2
Retirement
1
$20.7M assets
Welfare
1
$231K premiums
Participants
1,397
1189 WEST 1700 NORTH, BLDG B - LOGAN, UT 84321435-294-2415
Plans on this EIN
2 filings
#001401k-$20.7M - 1,002 part#501Mixed-$231K - 716 lives

Benefits portfolio analytics

1 plan / $231K premiums / 716 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$189K
  • Short-term disability$189K
  • Long-term disability$189K
  • Other$189K
  • Vision$42K
Total $231K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA82%
  • METROPOLITAN LIFE INSURANCE COMPANY18%
Total $231K2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • IMA, INC.78%
  • DIVERSIFIED INSURANCE GROUP15%
  • WATCHTOWER BENEFITS, LLC7%
Total $39K3 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

CVB, INC 401(K) PLAN

401k

Assets$20.7M
Participants1,002
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CVB, INC. GROUP WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$231K
Covered lives716
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CVB, INC 401(K) PLAN401k$20.7M1,0022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CVB, INC. GROUP WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$231K7162024
Retirement plans
Welfare plans
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