Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$195K
- Life$166K
- Short-term disability$166K
- Long-term disability$166K
- Vision$13K
Sponsor portfolioTH
SERVION, INC. DBA THE SERVION GROUP
EIN 41-1592297Latest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$208K premiums
Participants
396
500 MAIN STREET, SUITE 100 - NEW BRIGHTON, MN 55112651-631-3111
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $208K premiums / 173 covered livesCarrier market share
Premium dollars by Schedule A carrier
80%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY80%
- FIRST STOP HEALTH9%
- EYEMED VISION CARE6%
- PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD5%
Broker market share
Schedule A broker compensation
93%top
- MARSH & MCLENNAN AGENCY LLC93%
- WATCHTOWER BENEFITS, LLC6%
- WILLIAM J WALKER1%
- BRADLEY L WALKER1%
- THREEFLOW0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SERVION, INC. DBA THE SERVION GROUP 401(K) PLAN
401k
Assets$18.1M
Participants232
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE SERVION GROUP HEALTH AND WELFARE BENEFIT PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$208K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SERVION, INC. DBA THE SERVION GROUP 401(K) PLAN | 401k | $18.1M | 232 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE SERVION GROUP HEALTH AND WELFARE BENEFIT PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $208K | 173 | 2025 |
Retirement plans
Welfare plans