Assets by plan
Share of aggregate retirement assets
83%top
Sponsor portfolio
SVS VISION, INC.
EIN 38-3353735retailLatest filing 2024
Plans
3
Retirement
2
$27.5M assets
Welfare
1
$326K premiums
Participants
248
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $27.5M assets / 248 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $326K premiums / 633 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$326K
- Short-term disability$326K
- Long-term disability$326K
- Other$326K
Carrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
93%top
- BRIEDEN CONSULTING GROUP93%
- GALLAGHER BENEFIT SERVICES, INC.7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
SVS VISION, INC. NON-UNION EMPLOYEES 401 K PROFIT SHARING PLAN AND TRUST
401k
Assets$22.9M
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SVS VISION, INC. UNION EMPLOYEES 401 K PROFIT SHARING PLAN
401k
Assets$4.6M
Participants248
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SVS VISION WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$326K
Covered lives633
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | SVS VISION, INC. NON-UNION EMPLOYEES 401 K PROFIT SHARING PLAN AND TRUST | 401k | $22.9M | 0 | 2024 | |
| 003 | SVS VISION, INC. UNION EMPLOYEES 401 K PROFIT SHARING PLAN | 401k | $4.6M | 248 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SVS VISION WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $326K | 633 | 2024 |
Retirement plans
Welfare plans