Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MVE GROUP, INC.
EIN 27-0988432electrical/electronic manufacturingLatest filing 2025
Plans
3
Retirement
2
$20.6M assets
Welfare
1
$759K premiums
Participants
504
2010 WEST MAIN STREET - EPHRATA, PA 17522717-738-2451mvegroup.comLinkedIn51-200 employeeselectrical/electronic manufacturing
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $20.6M assets / 364 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $759K premiums / 140 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$565K
- Dental$187K
- Life$187K
- Short-term disability$187K
- Long-term disability$187K
- Other$187K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
74%top
- HCC LIFE INSURANCE COMPANY74%
- SUN LIFE ASSURANCE COMPANY OF CANADA25%
- BLUE CROSS OF CALIFORNIA1%
Broker market share
Schedule A broker compensation
98%top
- BCF GROUP INC98%
- EMERSON REID LLC2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MVE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$14.2M
Participants179
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MVE GROUP, INC. 401(K) PLAN
401k
Assets$6.4M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
MVE GROUP, INC. EMPLOYEE BENEFIT PLAN
Mixed - HCC LIFE INSURANCE COMPANY
Premiums$759K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MVE GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $14.2M | 179 | 2024 | |
| 003 | MVE GROUP, INC. 401(K) PLAN | 401k | $6.4M | 185 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MVE GROUP, INC. EMPLOYEE BENEFIT PLAN | Mixed | HCC LIFE INSURANCE COMPANY | $759K | 140 | 2025 |
Retirement plans
Welfare plans