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Sponsor portfolio

AVI SYSTEMS, INC.

EIN 45-0321251-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$441.9M assets
Welfare
1
$725K premiums
Participants
3,331
8019 BOND ST - LENEXA, KS 66214913-577-1154
Plans on this EIN
2 filings
#002ESOP-$441.9M - 2,048 part#503Mixed-$725K - 1,876 lives

Benefits portfolio analytics

1 plan / $725K premiums / 1,876 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$620K
  • Long-term disability$620K
  • Other$620K
  • Vision$104K
Total $725K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
  • EYEMED VISION CARE14%
Total $725K2 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • LOCKTON COMPANIES, LLC71%
  • GALLAGHER BENEFIT SERVICES, INC.29%
Total $133K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$441.9M
Participants2,048
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AVI SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$725K
Covered lives1,876
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$441.9M2,0482025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AVI SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$725K1,8762025
Retirement plans
Welfare plans
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