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  2. AVI SYSTEMS, INC.
Sponsor portfolio

AVI SYSTEMS, INC.

EIN 45-0321251-Manufacturing-Latest filing 2024
Plans
2
Retirement
1
$399.5M assets
Welfare
1
$633K premiums
Participants
3,038
8019 BOND ST - LENEXA, KS 66214913-577-1154
Plans on this EIN
2 filings
#002ESOP-$399.5M - 1,832 part#503Mixed-$633K - 1,667 lives

Benefits portfolio analytics

1 plan / $633K premiums / 1,667 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$535K
  • Long-term disability$535K
  • Other$535K
  • Vision$98K
Total $633K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • HARTFORD LIFE AND ACCIDENT85%
  • EYEMED VISION CARE15%
Total $633K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $121K1 slice

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 - HARTFORD LIFE AND ACCIDENT

Premiums$633K
Covered lives1,667
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$399.5M1,8322024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AVI SYSTEMS, INC. HEALTH AND WELFARE BENEFIT PLANMixedHARTFORD LIFE AND ACCIDENT$633K1,6672024
Retirement plans
Welfare plans
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