Assets by plan
Share of aggregate retirement assets
87%top
Sponsor portfolioTH
VANTIVA
EIN 35-1724835Latest filing 2025
Plans
3
Retirement
2
$504.4M assets
Welfare
1
$866K premiums
Participants
8,464
4855 PEACHTREE INDUSTRIAL BOULEVARD, SUITE 200 - NORCROSS, GA 30092317-587-3000
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 / $866K premiums / 2,408 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$590K
- Vision$540K
- Life$461K
- Long-term disability$461K
- Health$355K
- Prescription drug$276K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
53%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA53%
- KAISER FOUNDATION HEALTH PLAN INC32%
- FOUR EVER LIFE INSURANCE COMPANY9%
- MAGELLAN HEALTHCARE4%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
44%top
- ARTEMIS RISK SOLUTIONS, LLC44%
- JACK B TURNER & ASSOCIATES INC41%
- MARK METTILLE6%
- WOODRUFF-SAWYER & CO5%
- ANTHEM INSURANCE COMPANIES, INC.5%
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$866K
Covered lives2,408
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 | $866K | 2,408 | 2025 |
Retirement plans
Welfare plans