Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SAVER GROUP, INC.
EIN 31-1532482retailLatest filing 2025
Plans
3
Retirement
2
$14.9M assets
Welfare
1
$269K premiums
Participants
2,019
PO BOX 1058, 95 LONDON DRIVE - CAMPBELLSVILLE, KY 42719270-465-8675savergroup.comLinkedIn501-1000 employeesretail
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $14.9M assets / 1,471 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
54%top
- AXA EQUITABLE LIFE INSURANCE CO54%
- (Not disclosed)46%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $269K premiums / 538 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$170K
- Short-term disability$170K
- Long-term disability$170K
- Other$170K
- Health$77K
- Dental$77K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
69%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY69%
- ANTHEM LIFE INSURANCE COMPANY31%
Broker market share
Schedule A broker compensation
74%top
- ASSUREDPARTNERS74%
- ACCRETIVE WHOLESALE INSURANCE SERVI26%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SAVER GROUP, INC. 401(K) PLAN
401k
Assets$8.0M
Participants607
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SAVER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$6.9M
Participants864
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SAVER GROUP INC WELFARE BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$269K
Covered lives538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SAVER GROUP, INC. 401(K) PLAN | 401k | $8.0M | 607 | 2024 | |
| 002 | SAVER GROUP, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $6.9M | 864 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SAVER GROUP INC WELFARE BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $269K | 538 | 2025 |
Retirement plans
Welfare plans