Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Prescription drug$1.2M
- Other$169K
- Dental$157K
- Vision$157K
- Life$12K
Sponsor portfolio
RIVO HOLDINGS, LLC
EIN 27-3871751financial servicesLatest filing 2025
Plans
2
Retirement
1
$5.6M assets
Welfare
1
$1.4M premiums
Participants
435
530 B STREET, SUITE 2300 - SAN DIEGO, CA 92101619-756-4094rivoholdings.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 228 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- ANTHEM LIFE INSURANCE COMPANY11%
- MEDIEXCEL HEALTH PLAN1%
- STANDARD INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
RIVO HOLDINGS, LLC 401K PLAN
401k
Assets$5.6M
Participants223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
RIVO HOLDINGS, LLC HEALTH AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$1.4M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | RIVO HOLDINGS, LLC 401K PLAN | 401k | $5.6M | 223 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | RIVO HOLDINGS, LLC HEALTH AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $1.4M | 228 | 2024 |
Retirement plans
Welfare plans