Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED HERITAGE LIFE INSURANCE COMPANY100%
Sponsor portfolio
T. LARIVIERE EQUIPMENT & EXCAVATING, INC.
EIN 20-8914273constructionLatest filing 2024
Plans
2
Retirement
1
$4.3M assets
Welfare
1
$23K premiums
Participants
739
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $23K premiums / 108 covered livesBundled
Broker market share
Schedule A broker compensation
100%top
- MARK WOODWORTH100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
T. LARIVIERE EQUIPMENT & EXCAVATING, INC. RETIREMENT PLAN
401k
Assets$4.3M
Participants631
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
T. LARIVIERE EQUIPMENT & EXCAVATING, INC. VISION PLAN
Fully Insured - UNITED HERITAGE LIFE INSURANCE COMPANY
Premiums$23K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | T. LARIVIERE EQUIPMENT & EXCAVATING, INC. RETIREMENT PLAN | 401k | $4.3M | 631 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | T. LARIVIERE EQUIPMENT & EXCAVATING, INC. VISION PLAN | Fully Insured | UNITED HERITAGE LIFE INSURANCE COMPANY | $23K | 108 | 2024 |
Retirement plans
Welfare plans