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Sponsor portfolio

TIVLY

EIN 27-1348102-insurance-Latest filing 2025
Plans
3
Retirement
1
$2.1M assets
Welfare
2
$1.2M premiums
Participants
754
3700 W. ROBINSON ST, STE 265 - NORMAN, OK 73072806-220-9766tivly.comLinkedIn51-200 employeesinsurance
Plans on this EIN
3 filings
#001401k-$2.1M - 346 part#501Fully Insured-$961K - 165 lives#502Fully Insured-$232K - 362 lives

Benefits portfolio analytics

2 plans / $1.2M premiums / 527 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$1.2M
  • Health$961K
  • Vision$232K
  • Life$232K
  • Short-term disability$232K
  • Long-term disability$232K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • METROPOLITAN LIFE INSURANCE COMPANY19%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • INSERVICES, LLC99%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
Total $70K2 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

TIVLY 401(K) PLAN

401k

Assets$2.1M
Participants346
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

TIVLY MEDICAL AND DENTAL PLAN

Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA

Premiums$961K
Covered lives165
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

TIVLY ANCILLARY BENEFIT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$232K
Covered lives362
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001TIVLY 401(K) PLAN401k$2.1M3462025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501TIVLY MEDICAL AND DENTAL PLANFully InsuredBLUECROSS BLUESHIELD OF OKLAHOMA$961K1652024
502TIVLY ANCILLARY BENEFIT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$232K3622024
Retirement plans
Welfare plans
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