Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$620K
- Long-term disability$620K
- Other$620K
- Vision$104K
Sponsor portfolio
AVI SYSTEMS, INC.
EIN 45-0321251Latest filing 2025
Plans
2
Retirement
1
$399.5M assets
Welfare
1
$725K premiums
Participants
3,115
9675 WEST 76TH STREET, SUITE 130 - EDEN PRAIRIE, MN 55344952-949-6011
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $725K premiums / 1,876 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
- EYEMED VISION CARE14%
Broker market share
Schedule A broker compensation
71%top
- LOCKTON COMPANIES, LLC71%
- GALLAGHER BENEFIT SERVICES, INC.29%
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$399.5M
Participants1,832
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $399.5M | 1,832 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | AVI SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $725K | 1,876 | 2025 |
Retirement plans
Welfare plans