Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$5K
- Other$5K
Sponsor portfolio
CV HOLDINGS LC
EIN 26-3216902Accommodation and Food ServicesLatest filing 2025
Plans
2
Retirement
1
$4.8M assets
Welfare
1
$5K premiums
Participants
1,044
1333 SOUTH VALLEY GROVE WAY STE 500 - PLEASANT GROVE, UT 84062801-797-2374
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $5K premiums / 358 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA100%
- AMERITAS LIFE INSURANCE CORP.0%
Broker market share
Schedule A broker compensation
54%top
- GALLAGHER BENEFIT SERVICES, INC.54%
- SYNQ GROUP, INC.46%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
COSTA VIDA 401(K) PLAN
401k
Assets$4.8M
Participants686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WIN ENTERPRISES CAFETERIA BENEFITS PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$5K
Covered lives358
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COSTA VIDA 401(K) PLAN | 401k | $4.8M | 686 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WIN ENTERPRISES CAFETERIA BENEFITS PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | 358 | 2024 |
Retirement plans
Welfare plans