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  2. IVS GROUP, INC. & AFFILIATES
Sponsor portfolio

IVS GROUP, INC. & AFFILIATES

EIN 55-0614475-construction-Latest filing 2025
Plans
3
Retirement
2
$22.8M assets
Welfare
1
$133K premiums
Participants
386
1439 1ST AVE, SOUTH - NITRO, WV 25143304-982-6281LinkedIn201-500 employeesconstruction
Plans on this EIN
3 filings
#003ESOP-$13.9M - 99 part#001ProfitSharing-$8.8M - 101 part#501Mixed-$133K - 393 lives

Retirement portfolio analytics

2 plans aggregated / $22.8M assets / 200 participants

Assets by plan

Share of aggregate retirement assets

61%top
  • EMPLOYEE STOCK OWNERSHIP (#003)61%
  • INC. 401K PLAN (#001)39%
Total $22.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. 401K PLAN (#001)101
  • EMPLOYEE STOCK OWNERSHIP (#003)99
Total 200Click row to drill in

Benefits portfolio analytics

1 plan / $133K premiums / 393 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$62K
  • Short-term disability$62K
  • Long-term disability$62K
  • Other$62K
  • Dental$61K
  • Vision$10K
Total $133K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • METROPOLITAN LIFE INSURANCE COMPANY93%
  • VISION SERVICE PLAN7%
Total $133K2 slices

Broker market share

Schedule A broker compensation

Split broker
94%top
  • ASSUREDPARTNERS94%
  • ADKINS INSURANCE SOLUTIONS LLC6%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

IVS GROUP, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.9M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

IVS GROUP, INC. 401K PLAN

ProfitSharing

Assets$8.8M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

IVS GROUP, INC. HEALTH AND WELFARE PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$133K
Covered lives393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003IVS GROUP, INC. & AFFILIATES EMPLOYEE STOCK OWNERSHIP PLANESOP$13.9M992025
001IVS GROUP, INC. 401K PLANProfitSharing$8.8M1012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501IVS GROUP, INC. HEALTH AND WELFARE PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$133K3932025
Retirement plans
Welfare plans
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