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Sponsor portfolio

GENETICS & IVF INSTITUTE, INC.

EIN 54-1296887-medical practice-Latest filing 2024
Plans
3
Retirement
2
$35.0M assets
Welfare
1
$109K premiums
Participants
690
3015 WILLIAMS DRIVE - FAIRFAX, VA 22031703-289-1979givf.comLinkedIn51-200 employeesmedical practice
Plans on this EIN
3 filings
#001401k-$25.5M - 205 part#002ESOP-$9.4M - 345 part#501Fully Insured-$109K - 144 lives

Retirement portfolio analytics

2 plans aggregated / $35.0M assets / 550 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • PROFIT SHARING PLAN (#001)73%
  • EMPLOYEE STOCK OWNERSHIP (#002)27%
Total $35.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • ADP BROKER-DEALER73%
  • (Not disclosed)27%
Total $35.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)345
  • PROFIT SHARING PLAN (#001)205
Total 550Click row to drill in

Benefits portfolio analytics

1 plan / $109K premiums / 144 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$109K
  • Long-term disability$109K
  • Other$109K
Total $109K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HARTFORD LIFE AND ACCIDENT100%
Total $109K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
Total $20K1 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

GENETICS & IVF INSTITUTE PROFIT SHARING PLAN

401k

Assets$25.5M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

GENETICS & IVF INSTITUTE EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$9.4M
Participants345
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GENETICS & IVF INSTITUTE, INC. HEALTH & WELFARE PLAN (LIFE, ADD& LTD)

Fully Insured - HARTFORD LIFE AND ACCIDENT

Premiums$109K
Covered lives144
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001GENETICS & IVF INSTITUTE PROFIT SHARING PLAN401k$25.5M2052024
002GENETICS & IVF INSTITUTE EMPLOYEE STOCK OWNERSHIP PLANESOP$9.4M3452024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GENETICS & IVF INSTITUTE, INC. HEALTH & WELFARE PLAN (LIFE, ADD& LTD)Fully InsuredHARTFORD LIFE AND ACCIDENT$109K1442024
Retirement plans
Welfare plans
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