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Sponsor portfolioTH

ENCOVA INSURANCE

EIN 31-4259550-Latest filing 2025
Plans
4
Retirement
2
$419.1M assets
Welfare
2
$2.0M premiums
Participants
3,414
471 EAST BROAD STREET - COLUMBUS, OH 43215614-629-3581
Plans on this EIN
4 filings
#003401k-$350.7M - 1,674 part#001TraditionalDB-$68.4M - 336 part#502Mixed-$1.5M - 1,163 lives#503Mixed-$468K - 219 lives

Retirement portfolio analytics

2 plans aggregated / $419.1M assets / 2,010 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • ENCOVA INSURANCE 401(K) (#003)84%
  • MUTUAL RETIREMENT PLAN (#001)16%
Total $419.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ENCOVA INSURANCE 401(K) (#003)1,674
  • MUTUAL RETIREMENT PLAN (#001)336
Total 2,010Click row to drill in

Benefits portfolio analytics

2 plans / $2.0M premiums / 1,382 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$725K
  • Long-term disability$720K
  • Other$480K
Total $1.5M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
48%top
  • PAN-AMERICAN LIFE INSURANCE COMPANY48%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA48%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA2%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA2%
Total $1.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
80%top
  • ASSUREDPARTNERS80%
  • CRAWFORD ADVISORS, LLC20%
Total $136K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ENCOVA INSURANCE 401(K) PLAN

401k

Assets$350.7M
Participants1,674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

MOTORISTS MUTUAL RETIREMENT PLAN

TraditionalDB

Assets$68.4M
Participants336
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ENCOVA INSURANCE HEALTH AND WELFARE BENEFITS PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$1.5M
Covered lives1,163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

ENCOVA INSURANCE RETIREE BENEFITS PLAN

Mixed - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$468K
Covered lives219
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ENCOVA INSURANCE 401(K) PLAN401k$350.7M1,6742024
001MOTORISTS MUTUAL RETIREMENT PLANTraditionalDB$68.4M3362024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ENCOVA INSURANCE HEALTH AND WELFARE BENEFITS PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$1.5M1,1632025
503ENCOVA INSURANCE RETIREE BENEFITS PLANMixedANTHEM BLUE CROSS AND BLUE SHIELD$468K2192024
Retirement plans
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