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Sponsor portfolio

DICK LAVY TRUCKING, INC.

EIN 31-1208025-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$3.8M assets
Welfare
1
$308K premiums
Participants
431
8848 STATE ROUTE 121 - BRADFORD, OH 45308937-448-2104dicklavytrucking.comLinkedIn51-200 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$3.8M - 218 part#501Mixed-$308K - 213 lives

Benefits portfolio analytics

1 plan / $308K premiums / 213 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$308K
  • Vision$308K
  • Life$308K
  • Short-term disability$308K
  • Long-term disability$308K
  • Other$308K
Total $308K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $308K1 slice

Broker market share

Schedule A broker compensation

Split broker
56%top
  • GCG FINANCIAL LLC56%
  • ACRISURE LLC44%
Total $71K2 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

DICK LAVY TRUCKING, INC 401(K) RETIREMENT PLAN

401k

Assets$3.8M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DICK LAVY TRUCKING, INC. WELFARE BENEFIT PLAN

Mixed - THE GUARDIAN INSURANCE COMPANY OF AMERICA

Premiums$308K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DICK LAVY TRUCKING, INC 401(K) RETIREMENT PLAN401k$3.8M2182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DICK LAVY TRUCKING, INC. WELFARE BENEFIT PLANMixedTHE GUARDIAN INSURANCE COMPANY OF AMERICA$308K2132025
Retirement plans
Welfare plans
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