Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
VITERRA USA HOLDINGS, LLC
EIN 41-2274428transportation/trucking/railroadLatest filing 2024
Plans
5
Retirement
4
$194.2M assets
Welfare
1
$983K premiums
Participants
2,833
1331 CAPITOL AVE - OMAHA, NE 68102402-889-4081LinkedIn1001-5000 employeestransportation/trucking/railroad
Retirement portfolio analytics
4 plans aggregated / $194.2M assets / 1,687 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $983K premiums / 1,133 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$934K
- Life$815K
- Long-term disability$810K
- Health$63K
- Prescription drug$63K
- Dental$14K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
82%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA82%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY11%
- MEDICAL ASSOCIATES HEALTH PLANS5%
- AETNA LIFE INSURANCE COMPANY1%
- HARTFORD LIFE AND ACCIDENT0%
Broker market share
Schedule A broker compensation
52%top
- HUB INTERNATIONAL MIDWEST LIMITED52%
- UNKNOWN48%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GAVILON 401(K) PLAN FOR SALARIED AND HOURLY EMPLOYEES
401k
Assets$188.4M
Participants1,581
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
GAVILON 401(K)PLAN FOR UNION EMPLOYEES
401k
Assets$3.0M
Participants51
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE GAVILON GROUP, LLC JOINTLY ADMIN'D GRAIN MILLERS PP
TraditionalDB
Assets$1.8M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
THE GAVILON GROUP, LLC PENSION PLAN FOR HOURLY RATE PRODUCTION
TraditionalDB
Assets$959K
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
THE GAVILON HEALTH & WELFARE BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$983K
Covered lives1,133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GAVILON 401(K) PLAN FOR SALARIED AND HOURLY EMPLOYEES | 401k | $188.4M | 1,581 | 2024 | |
| 002 | GAVILON 401(K)PLAN FOR UNION EMPLOYEES | 401k | $3.0M | 51 | 2024 | |
| 003 | THE GAVILON GROUP, LLC JOINTLY ADMIN'D GRAIN MILLERS PP | TraditionalDB | $1.8M | 19 | 2024 | |
| 004 | THE GAVILON GROUP, LLC PENSION PLAN FOR HOURLY RATE PRODUCTION | TraditionalDB | $959K | 36 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE GAVILON HEALTH & WELFARE BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $983K | 1,133 | 2024 |
Retirement plans
Welfare plans