Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LUVATA OHIO, INC.
EIN 31-4358696mining & metalsLatest filing 2025
Plans
3
Retirement
2
$31.2M assets
Welfare
1
$78K premiums
Participants
375
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $31.2M assets / 300 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $78K premiums / 109 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$57K
- Other$57K
- Vision$21K
Carrier market share
Premium dollars by Schedule A carrier
73%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY73%
- VISION SERVICE PLAN27%
Broker market share
Schedule A broker compensation
80%top
- ASSUREDPARTNERS80%
- PROFESSIONAL GROUP PLANS INC18%
- HUB INTERNATIONAL MIDWEST LIMITED2%
- EMPLOYEE NAVIGATOR, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LUVATA OHIO, INC. 401(K) PLAN
401k
Assets$17.8M
Participants159
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
LUVATA OHIO, INC. RETIREMENT PLAN
TraditionalDB
Assets$13.4M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LUVATA OHIO, INC. GROUP INSURANCE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$78K
Covered lives109
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LUVATA OHIO, INC. 401(K) PLAN | 401k | $17.8M | 159 | 2024 | |
| 001 | LUVATA OHIO, INC. RETIREMENT PLAN | TraditionalDB | $13.4M | 141 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LUVATA OHIO, INC. GROUP INSURANCE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $78K | 109 | 2025 |
Retirement plans
Welfare plans