PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MVT HOLDINGS, LLC
Sponsor portfolio

MVT HOLDINGS, LLC

EIN 26-1875312-package/freight delivery-Latest filing 2025
Plans
2
Retirement
1
$39.1M assets
Welfare
1
$2.9M premiums
Participants
4,349
3590 W. PICACHO AVE - LAS CRUCES, NM 88007575-524-2835LinkedIn1001-5000 employeespackage/freight delivery
Plans on this EIN
2 filings
#001401k-$39.1M - 3,067 part#501Mixed-$2.9M - 6,973 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 6,973 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$741K
  • Life$568K
  • Other$225K
  • Vision$50K
Total $2.9M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • AFLAC37%
  • HUMANA INSURANCE COMPANY25%
  • TRANSAMERICA LIFE INSURANCE COMPANY19%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
  • USA LEGAL SERVICES8%
  • +2 more
Total $2.9M7 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • GRINDELL & ROMERO INSURANCE INC76%
  • MARK J MATSOCK5%
  • HERNANDEZ MICHAEL4%
  • VANESSA R CARRASCO4%
  • ROGERS BENEFIT GROUP INC2%
  • +3 more
Total $862K8 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

MVT 401K PLAN

401k

Assets$39.1M
Participants3,067
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MVT COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN (WRAP PLAN)

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$2.9M
Covered lives6,973
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MVT 401K PLAN401k$39.1M3,0672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MVT COMPREHENSIVE HEALTH AND WELFARE BENEFIT PLAN (WRAP PLAN)MixedCONTINENTAL AMERICAN INSURANCE COMPANY$2.9M6,9732025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica