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Sponsor portfolio

GEOVERA HOLDINGS, INC.

EIN 20-3251721-Finance and Insurance-Latest filing 2024
Plans
3
Retirement
1
$44.7M assets
Welfare
2
$1.0M premiums
Participants
469
4605 BUSINESS CENTER DRIVE, SUITE 300 - FAIRFIELD, CA 94534707-863-3795
Plans on this EIN
3 filings
#001401k-$44.7M - 199 part#501Fully Insured-$1.0M - 232 lives#510Unknown-0 lives

Benefits portfolio analytics

2 plans / $1.0M premiums / 232 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$730K
  • Prescription drug$730K
  • Other$138K
  • Life$136K
  • Short-term disability$136K
  • Long-term disability$136K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • KAISER FOUNDATION HEALTH PLAN INC72%
  • HARTFORD LIFE AND ACCIDENT13%
  • METROPOLITAN LIFE INSURANCE COMPANY12%
  • VISION SERVICE PLAN2%
  • ZURICH AMERICAN INSURANCE COMPANY0%
Total $1.0M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $51K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GEOVERA HOLDINGS, INC. 401(K) PLAN

401k

Assets$44.7M
Participants199
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GEOVERA HOLDINGS, INC. HEALTH AND WELFARE PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$1.0M
Covered lives232
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

GEOVERA HOLDINGS, INC. SEVERANCE PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GEOVERA HOLDINGS, INC. 401(K) PLAN401k$44.7M1992024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GEOVERA HOLDINGS, INC. HEALTH AND WELFARE PLANFully InsuredKAISER FOUNDATION HEALTH PLAN, INC.$1.0M2322024
510GEOVERA HOLDINGS, INC. SEVERANCE PLANUnknown-$002024
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