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Sponsor portfolioTH

SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C.

EIN 39-1203191-accounting-Latest filing 2025
Plans
2
Retirement
1
$110.1M assets
Welfare
1
$3.7M premiums
Participants
622
PO BOX 44966 - MADISON, WI 537444966608-831-8181LinkedIn201-500 employeesaccounting
Plans on this EIN
2 filings
#001401k-$110.1M - 406 part#508Mixed-$3.7M - 378 lives

Benefits portfolio analytics

1 plan / $3.7M premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Prescription drug$3.5M
  • Life$81K
  • Long-term disability$73K
  • Other$26K
  • Vision$20K
Total $3.7M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION95%
  • HARTFORD LIFE AND ACCIDENT5%
  • VISION SERVICE PLAN1%
  • CURALINC HEALTHCARE0%
  • DELTA DENTAL OF CALIFORNIA0%
Total $3.7M5 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • HAUSMANN GROUP INC85%
  • GALLAGHER BENEFIT SERVICES, INC.15%
Total $59K2 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

SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN

401k

Assets$110.1M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C.

Mixed - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$3.7M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C. 401(K) PROFIT SHARING PLAN401k$110.1M4062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
508SVA CERTIFIED PUBLIC ACCOUNTANTS, S.C.MixedQUARTZ HEALTH BENEFIT PLANS CORPORATION$3.7M3782025
Retirement plans
Welfare plans
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