Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
KAIVAC, INC.
EIN 31-1583541facilities servicesLatest filing 2025
Plans
3
Retirement
2
$14.3M assets
Welfare
1
$77K premiums
Participants
406
2680 VAN HOOK AVE. - HAMILTON, OH 45015513-887-4600kaivac.comLinkedIn51-200 employeesfacilities services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $14.3M assets / 266 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
62%top
- JOHN HANCOCK LIFE INSURANCE COMPANY62%
- (Not disclosed)38%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $77K premiums / 140 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$77K
- Short-term disability$77K
- Long-term disability$77K
- Other$77K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- HARTFORD LIFE AND ACCIDENT100%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
KAIVAC, INC. 401(K) PLAN
401k
Assets$8.9M
Participants167
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
KAIVAC, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$5.4M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
KAIVAC, INC. LIFE AND AD&D PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$77K
Covered lives140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | KAIVAC, INC. 401(K) PLAN | 401k | $8.9M | 167 | 2024 | |
| 002 | KAIVAC, INC. DEFINED BENEFIT PLAN | TraditionalDB | $5.4M | 99 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | KAIVAC, INC. LIFE AND AD&D PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $77K | 140 | 2025 |
Retirement plans
Welfare plans