Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolio
CAVALIERS HOLDING LLC
EIN 20-2194334sportsLatest filing 2025
Plans
3
Retirement
2
$54.1M assets
Welfare
1
$6.7M premiums
Participants
1,321
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $54.1M assets / 701 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- THE VANGUARD GROUP, INC.100%
- (Not disclosed)0%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $6.7M premiums / 606 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.5M
- Dental$6.5M
- Vision$6.5M
- Prescription drug$6.5M
- Other$270K
- Life$230K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
96%top
- MEDICAL MUTUAL96%
- MEDMUTUAL LIFE INSURANCE COMPANY3%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
99%top
- THE JAMES B OSWALD COMPANY99%
- CENTRO BENEFITS RESEARCH LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
CAVALIERS 401(K) PLAN
401k
Assets$54.0M
Participants634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
CAVALIERS UNION 401(K) PLAN
401k
Assets$89K
Participants67
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
CAVALIERS HOLDINGS LLC WRAP BENEFIT PLAN
Fully Insured - MEDICALMUTUAL OF OHIO
Premiums$6.7M
Covered lives606
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | CAVALIERS 401(K) PLAN | 401k | $54.0M | 634 | 2024 | |
| 002 | CAVALIERS UNION 401(K) PLAN | 401k | $89K | 67 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CAVALIERS HOLDINGS LLC WRAP BENEFIT PLAN | Fully Insured | MEDICALMUTUAL OF OHIO | $6.7M | 606 | 2025 |
Retirement plans
Welfare plans