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  2. LEVERICH PARTNERS, INC. DBA SAV DIGITAL ENVIRONMENTS, INC.
Sponsor portfolio

LEVERICH PARTNERS, INC. DBA SAV DIGITAL ENVIRONMENTS, INC.

EIN 47-5382725-Manufacturing-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$874K premiums
Participants
236
618 N WALLACE - BOZEMAN, MT 597153042406-586-5593
Plans on this EIN
2 filings
#001401k-$5.8M - 115 part#501Fully Insured-$874K - 180 lives

Benefits portfolio analytics

1 plan / $874K premiums / 180 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$793K
  • Dental$81K
  • Vision$81K
  • Life$81K
  • Short-term disability$81K
  • Other$81K
Total $874K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY9%
Total $874K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $47K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SAV 401(K) PLAN

401k

Assets$5.8M
Participants115
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LEVERICH PARTNERS, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF MONTANA

Premiums$874K
Covered lives180
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SAV 401(K) PLAN401k$5.8M1152025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LEVERICH PARTNERS, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF MONTANA$874K1802025
Retirement plans
Welfare plans
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