Assets by plan
Share of aggregate retirement assets
- OHIO, INC. 401(K) (#002)$18.6M
Filings through .
Top hat
Luvata Ohio, Inc.
EIN 31-4358696mining & metalsLatest filing 2025
Plans
3
Retirement
2
$33.3M assets
Health & Benefits
1
$78K premiums
Participants
389
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $33.3M assets / 314 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $78K premiums / 109 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$57K
- Other$57K
- Vision$21K
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
LUVATA OHIO, INC. 401(K) PLAN
401(k)
Assets$18.6M
Participants158
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
LUVATA OHIO, INC. RETIREMENT PLAN
Traditional DB
Assets$14.7M
Participants156
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
LUVATA OHIO, INC. GROUP INSURANCE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$78K
Covered lives109
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | LUVATA OHIO, INC. 401(K) PLAN | 401(k) | $18.6M | 158 | 2025 |
| #001 | LUVATA OHIO, INC. RETIREMENT PLAN | Traditional DB | $14.7M | 156 | 2025 |
- #002 · 401(k) · 2025158
- #001 · Traditional DB · 2025156
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025109
Retirement plans
Health & Benefits plans