Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolioTH
VANTIVA USA SHARED SERVICES, INC.
EIN 35-1724835ManufacturingLatest filing 2024
Plans
3
Retirement
2
$504.4M assets
Welfare
1
$2.5M premiums
Participants
8,392
4855 PEACHTREE INDUSTRIAL BLVD, SUITE 200 - NORCROSS, GA 30092800-284-7876
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $504.4M assets / 7,439 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.5M premiums / 953 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.4M
- Vision$1.4M
- Life$1.4M
- Long-term disability$1.4M
- Health$1.1M
- Prescription drug$1.0M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
54%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA54%
- KAISER FOUNDATION HEALTH PLAN INC40%
- FOUR EVER LIFE INSURANCE COMPANY3%
- MAGELLAN HEALTHCARE1%
- METROPOLITAN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
55%top
- JACK B TURNER55%
- WOODRUFF-SAWYER & CO45%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
VANTIVA 401(K) PLAN
401k
Assets$441.2M
Participants4,753
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
VANTIVA USA INC. PENSION PLAN FOR EMPLOYEES
CashBalance
Assets$63.3M
Participants2,686
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
VANTIVA EMPLOYEE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$2.5M
Covered lives953
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | VANTIVA 401(K) PLAN | 401k | $441.2M | 4,753 | 2024 | |
| 002 | VANTIVA USA INC. PENSION PLAN FOR EMPLOYEES | CashBalance | $63.3M | 2,686 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | VANTIVA EMPLOYEE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $2.5M | 953 | 2024 |
Retirement plans
Welfare plans