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Sponsor portfolioTH

NOVARIA GROUP, LLC

EIN 32-0448473-Latest filing 2025
Plans
2
Retirement
1
$46.1M assets
Welfare
1
$6.4M premiums
Participants
3,005
809 W VICKERY BLVD - FORT WORTH, TX 76104817-381-3813
Plans on this EIN
2 filings
#001401k-$46.1M - 1,727 part#501Fully Insured-$6.4M - 1,290 lives

Benefits portfolio analytics

1 plan / $6.4M premiums / 1,290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.4M
  • Prescription drug$974K
  • Life$337K
  • Other$281K
  • Long-term disability$232K
  • Short-term disability$222K
  • +2 more
Total $6.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
51%top
  • BLUE CROSS OF CALIFORNIA51%
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY14%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
Total $6.4M4 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MARSH & MCLENNAN AGENCY LLC82%
  • REUBEN WARNER ASSOCIATES, INC.11%
  • FMLASOURCE INC6%
Total $388K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NOVARIA HOLDINGS 401(K) PLAN

401k

Assets$46.1M
Participants1,727
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NOVARIA GROUP, LLC HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$6.4M
Covered lives1,290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NOVARIA HOLDINGS 401(K) PLAN401k$46.1M1,7272024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NOVARIA GROUP, LLC HEALTH AND WELFARE PLANFully InsuredBLUE CROSS OF CALIFORNIA$6.4M1,2902025
Retirement plans
Welfare plans
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