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Sponsor portfolio

OVATIVE GROUP LLC

EIN 27-1175614-marketing and advertising-Latest filing 2025
Plans
2
Retirement
1
$49.9M assets
Welfare
1
$4.5M premiums
Participants
1,236
729 WASHINGTON AVE N., SUITE 1000 - MINNEAPOLIS, MN 55401612-810-6173ovative.comLinkedIn501-1000 employeesmarketing and advertising
Plans on this EIN
2 filings
#001401k-$49.9M - 712 part#510Mixed-$4.5M - 752 lives

Benefits portfolio analytics

1 plan / $4.5M premiums / 752 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Prescription drug$4.4M
  • Life$77K
  • Long-term disability$77K
  • Other$77K
  • Vision$34K
Total $4.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • MEDICA INSURANCE COMPANY98%
  • PRINCIPAL LIFE INSURANCE COMPANY2%
  • VISION SERVICE PLAN1%
Total $4.5M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $30K1 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

OVATIVE GROUP 401K PLAN

401k

Assets$49.9M
Participants712
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

OVATIVE GROUP, LLC HEALTH & WELFARE PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$4.5M
Covered lives752
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001OVATIVE GROUP 401K PLAN401k$49.9M7122025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510OVATIVE GROUP, LLC HEALTH & WELFARE PLANMixedMEDICA INSURANCE COMPANY$4.5M7522025
Retirement plans
Welfare plans
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