Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$18.5M
- Prescription drug$18.5M
- Other$1.1M
- Life$895K
- Long-term disability$661K
- Vision$118K
- +1 more
Sponsor portfolioTH
THE HAVI GROUP LIMITED PARTNERSHIP
EIN 36-3600106Wholesale TradeLatest filing 2025
Plans
2
Retirement
1
$412.4M assets
Welfare
1
$19.7M premiums
Participants
2,945
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $19.7M premiums / 2,270 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- UNUM LIFE INSURANCE COMPANY OF AMERICA5%
- VISION SERVICE PLAN1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
- METROPOLITAN LIFE INSURANCE COMPANY0%
- +2 more
Broker market share
Schedule A broker compensation
86%top
- GALLAGHER BENEFIT SERVICES, INC.86%
- MERCER HEALTH AND BENEFITS, LLC14%
- GREGORY A MCROBERTS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE HAVI GROUP LIMITED PARTNERSHIP PROFIT SHARING AND SAVINGS PLAN
401k
Assets$412.4M
Participants1,714
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE HAVI GROUP, LP HEALTHCARE, SURVIVOR AND DISABILITY PROGRAM
Mixed - BLUECROSS BLUESHIELD OF ILLINOIS
Premiums$19.7M
Covered lives2,270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE HAVI GROUP LIMITED PARTNERSHIP PROFIT SHARING AND SAVINGS PLAN | 401k | $412.4M | 1,714 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE HAVI GROUP, LP HEALTHCARE, SURVIVOR AND DISABILITY PROGRAM | Mixed | BLUECROSS BLUESHIELD OF ILLINOIS | $19.7M | 2,270 | 2025 |
Retirement plans
Welfare plans