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Sponsor portfolioTH

C.V. INDUSTRIES, INC.

EIN 56-1043374-Latest filing 2025
Plans
5
Retirement
2
$91.8M assets
Welfare
3
$1.1M premiums
Participants
2,279
P.O. BOX 70 - VALDESE, NC 28690828-874-2181
Plans on this EIN
5 filings
#001ESOP-$57.3M - 1,019 part#002401k-$34.5M - 690 part#508Mixed-$677K - 869 lives#503Self Funded-$263K - 548 lives#504Fully Insured-$178K - 913 lives

Retirement portfolio analytics

2 plans aggregated / $91.8M assets / 1,709 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • EMPLOYEE STOCK OWNERSHIP (#001)62%
  • INDUSTRIES 401K PLAN (#002)38%
Total $91.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#001)1,019
  • INDUSTRIES 401K PLAN (#002)690
Total 1,709Click row to drill in

Benefits portfolio analytics

3 plans / $1.1M premiums / 2,330 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$452K
  • Life$439K
  • Short-term disability$439K
  • Long-term disability$439K
  • Dental$225K
  • Vision$225K
Total $677K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
67%top
  • HARTFORD LIFE AND ACCIDENT67%
  • AMERITAS LIFE INSURANCE CORP.33%
Total $677K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • MARSH & MCLENNAN AGENCY LLC82%
  • WATCHTOWER BENEFITS, LLC9%
  • JAMES A SCOTT & SON INC9%
Total $70K3 slices

Plan deep-dives

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

CV INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$57.3M
Participants1,019
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

CV INDUSTRIES 401K PLAN

401k

Assets$34.5M
Participants690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

CV INDUSTRIES, INC. WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$677K
Covered lives869
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

CVI HEALTH CARE PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$263K
Covered lives548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

CV INDUSTRIES, INC. DENTAL PLAN

Fully Insured - AMERITAS LIFE INSURANCE CORP.

Premiums$178K
Covered lives913
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CV INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$57.3M1,0192024
002CV INDUSTRIES 401K PLAN401k$34.5M6902024

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
508CV INDUSTRIES, INC. WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$677K8692025
503CVI HEALTH CARE PLANSelf FundedHM LIFE INSURANCE COMPANY$263K5482024
504CV INDUSTRIES, INC. DENTAL PLANFully InsuredAMERITAS LIFE INSURANCE CORP.$178K9132024
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