Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$137K
- Vision$137K
- Life$137K
- Other$137K
- Short-term disability$48K
- Long-term disability$48K
Sponsor portfolio
SOVRN HOLDINGS, INC.
EIN 46-4307559Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$18.1M assets
Welfare
1
$185K premiums
Participants
383
1600 PEARL STREET, SUITE 200 - BOULDER, CO 80302303-493-5490
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $185K premiums / 139 covered livesCarrier market share
Premium dollars by Schedule A carrier
74%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA74%
- STANDARD INSURANCE COMPANY26%
Broker market share
Schedule A broker compensation
71%top
- LOCKTON COMPANIES, LLC71%
- JAMES R NELLIGAN & ASSOCIATES LLC29%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SOVRN 401(K) PLAN
401k
Assets$18.1M
Participants250
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SOVRN HOLDINGS, INC. GROUP BENEFIT PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$185K
Covered lives139
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOVRN 401(K) PLAN | 401k | $18.1M | 250 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SOVRN HOLDINGS, INC. GROUP BENEFIT PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $185K | 139 | 2025 |
Retirement plans
Welfare plans