Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $23.5M assets / 206 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $133K premiums / 393 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
ESOP
Profit-sharing
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | IVS GROUP, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $13.9M | 99 | 2025 |
| #001 | IVS GROUP, INC. 401K PLAN | Profit-sharing | $9.6M | 107 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | IVS GROUP, INC. HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $133K | 393 | 2025 |